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 | $45,308 | $69,010-34.3% | $159,960-71.7% | $68,494-33.9% |
| Participation rate | 51.6% | 65.4%-13.8pp | 78.0%-26.4pp | 67.9%-16.3pp |
| Annual return | -16.91% | -9.65%-7.3pp | 408.60%-425.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,152 | $2,213-48.0% | $4,226-72.7% | $2,596-55.6% |
| Participant deferral / active EE | $2,971 | $4,212-29.5% | $6,182-51.9% | $4,027-26.2% |
| Admin fee / account holder | $5,714 | $4,798+19.1% | $8,698-34.3% | $5,403+5.8% |