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 | $57,328 | $82,664-30.6% | $125,339-54.3% | $68,494-16.3% |
| Participation rate | 44.1% | 75.0%-31.0pp | 82.4%-38.3pp | 67.9%-23.8pp |
| Annual return | -14.24% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,398 | $3,381-58.6% | $4,814-70.9% | $2,596-46.1% |
| Participant deferral / active EE | $4,191 | $6,110-31.4% | $7,446-43.7% | $4,027+4.1% |
| Admin fee / account holder | $23,489 | $6,275+274.3% | $10,010+134.7% | $5,403+334.8% |