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 | $60,819 | $82,664-26.4% | $125,339-51.5% | $68,494-11.2% |
| Participation rate | 44.8% | 75.0%-30.3pp | 82.4%-37.6pp | 67.9%-23.1pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,825 | $3,381-46.0% | $4,814-62.1% | $2,596-29.7% |
| Participant deferral / active EE | $3,829 | $6,110-37.3% | $7,446-48.6% | $4,027-4.9% |
| Admin fee / account holder | $1,035 | $6,275-83.5% | $10,010-89.7% | $5,403-80.8% |