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 | $100,858 | $82,664+22.0% | $125,339-19.5% | $68,494+47.2% |
| Participation rate | 43.1% | 75.0%-31.9pp | 82.4%-39.2pp | 67.9%-24.8pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,504 | $3,381-55.5% | $4,814-68.8% | $2,596-42.1% |
| Participant deferral / active EE | $3,437 | $6,110-43.8% | $7,446-53.8% | $4,027-14.7% |
| Admin fee / account holder | $3,743 | $6,275-40.4% | $10,010-62.6% | $5,403-30.7% |