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 | $79,431 | $54,350+46.1% | $82,719-4.0% | $68,494+16.0% |
| Participation rate | 42.7% | 63.9%-21.3pp | 72.6%-29.9pp | 67.9%-25.2pp |
| Annual return | -7.91% | -13.67%+5.8pp | 701.18%-709.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,328 | $2,218-40.1% | $3,009-55.9% | $2,596-48.8% |
| Participant deferral / active EE | $2,104 | $3,246-35.2% | $4,395-52.1% | $4,027-47.8% |
| Admin fee / account holder | $7,888 | $4,395+79.5% | $5,329+48.0% | $5,403+46.0% |