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 | $35,286 | $54,350-35.1% | $82,719-57.3% | $68,494-48.5% |
| Participation rate | 69.2% | 63.9%+5.3pp | 72.6%-3.3pp | 67.9%+1.3pp |
| Annual return | -15.83% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,047 | $2,218+37.4% | $3,009+1.3% | $2,596+17.4% |
| Participant deferral / active EE | $1,702 | $3,246-47.6% | $4,395-61.3% | $4,027-57.7% |
| Admin fee / account holder | $1,223 | $4,395-72.2% | $5,329-77.0% | $5,403-77.4% |