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 | $41,636 | $54,350-23.4% | $82,719-49.7% | $68,494-39.2% |
| Participation rate | 65.9% | 63.9%+2.0pp | 72.6%-6.6pp | 67.9%-2.0pp |
| Annual return | -15.01% | -13.67%-1.3pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,435 | $2,218+9.8% | $3,009-19.1% | $2,596-6.2% |
| Participant deferral / active EE | $1,890 | $3,246-41.8% | $4,395-57.0% | $4,027-53.1% |
| Admin fee / account holder | $10,937 | $4,395+148.8% | $5,329+105.2% | $5,403+102.4% |