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 | $47,061 | $82,664-43.1% | $125,339-62.5% | $68,494-31.3% |
| Participation rate | 61.4% | 75.0%-13.6pp | 82.4%-20.9pp | 67.9%-6.5pp |
| Annual return | -18.58% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,001 | $3,381-40.8% | $4,814-58.4% | $2,596-22.9% |
| Participant deferral / active EE | $4,062 | $6,110-33.5% | $7,446-45.4% | $4,027+0.9% |
| Admin fee / account holder | $12,841 | $6,275+104.6% | $10,010+28.3% | $5,403+137.7% |