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 | $105,512 | $82,664+27.6% | $125,339-15.8% | $68,494+54.0% |
| Participation rate | 63.5% | 75.0%-11.6pp | 82.4%-18.9pp | 67.9%-4.4pp |
| Annual return | -17.82% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,958 | $3,381-12.5% | $4,814-38.5% | $2,596+13.9% |
| Participant deferral / active EE | $6,432 | $6,110+5.3% | $7,446-13.6% | $4,027+59.7% |
| Admin fee / account holder | $2,458 | $6,275-60.8% | $10,010-75.4% | $5,403-54.5% |