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 | $66,534 | $82,664-19.5% | $125,339-46.9% | $68,494-2.9% |
| Participation rate | 44.4% | 75.0%-30.6pp | 82.4%-37.9pp | 67.9%-23.4pp |
| Annual return | -6.20% | -5.97%-0.2pp | 572.05%-578.3pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,848 | $3,381-45.4% | $4,814-61.6% | $2,596-28.8% |
| Participant deferral / active EE | $4,276 | $6,110-30.0% | $7,446-42.6% | $4,027+6.2% |
| Admin fee / account holder | $3,019 | $6,275-51.9% | $10,010-69.8% | $5,403-44.1% |