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 | $57,682 | $82,664-30.2% | $125,339-54.0% | $68,494-15.8% |
| Participation rate | 69.1% | 75.0%-5.9pp | 82.4%-13.3pp | 67.9%+1.2pp |
| Annual return | -15.37% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,356 | $3,381-30.3% | $4,814-51.1% | $2,596-9.3% |
| Participant deferral / active EE | $4,197 | $6,110-31.3% | $7,446-43.6% | $4,027+4.2% |
| Admin fee / account holder | $4,015 | $6,275-36.0% | $10,010-59.9% | $5,403-25.7% |