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 | $65,507 | $69,010-5.1% | $159,960-59.0% | $68,494-4.4% |
| Participation rate | 51.9% | 65.4%-13.6pp | 78.0%-26.1pp | 67.9%-16.0pp |
| Annual return | -17.19% | -9.65%-7.5pp | 408.60%-425.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,270 | $2,213-42.6% | $4,226-69.9% | $2,596-51.1% |
| Participant deferral / active EE | $3,433 | $4,212-18.5% | $6,182-44.5% | $4,027-14.7% |
| Admin fee / account holder | $1,158 | $4,798-75.9% | $8,698-86.7% | $5,403-78.6% |