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 | $69,809 | $82,664-15.6% | $125,339-44.3% | $68,494+1.9% |
| Participation rate | 51.7% | 75.0%-23.3pp | 82.4%-30.6pp | 67.9%-16.2pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,065 | $3,381-68.5% | $4,814-77.9% | $2,596-59.0% |
| Participant deferral / active EE | $4,284 | $6,110-29.9% | $7,446-42.5% | $4,027+6.4% |
| Admin fee / account holder | $6,503 | $6,275+3.6% | $10,010-35.0% | $5,403+20.4% |