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 | $47,798 | $82,664-42.2% | $125,339-61.9% | $68,494-30.2% |
| Participation rate | 58.3% | 75.0%-16.7pp | 82.4%-24.0pp | 67.9%-9.6pp |
| Annual return | -13.83% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,158 | $3,381-36.2% | $4,814-55.2% | $2,596-16.9% |
| Participant deferral / active EE | $4,233 | $6,110-30.7% | $7,446-43.2% | $4,027+5.1% |
| Admin fee / account holder | $4,092 | $6,275-34.8% | $10,010-59.1% | $5,403-24.3% |