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 | $23,815 | $82,664-71.2% | $125,339-81.0% | $68,494-65.2% |
| Participation rate | 63.0% | 75.0%-12.0pp | 82.4%-19.3pp | 67.9%-4.8pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,196 | $3,381-35.0% | $4,814-54.4% | $2,596-15.4% |
| Participant deferral / active EE | $6,331 | $6,110+3.6% | $7,446-15.0% | $4,027+57.2% |
| Admin fee / account holder | $5,799 | $6,275-7.6% | $10,010-42.1% | $5,403+7.3% |