See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,175 | $82,664-29.6% | $125,339-53.6% | $68,494-15.1% |
| Participation rate | 62.1% | 75.0%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -11.74% | -5.97%-5.8pp | 572.05%-583.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,748 | $3,381-18.7% | $4,814-42.9% | $2,596+5.8% |
| Participant deferral / active EE | $6,406 | $6,110+4.8% | $7,446-14.0% | $4,027+59.1% |
| Admin fee / account holder | $4,960 | $6,275-21.0% | $10,010-50.4% | $5,403-8.2% |