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 | $67,579 | $82,664-18.2% | $125,339-46.1% | $68,494-1.3% |
| Participation rate | 48.8% | 75.0%-26.2pp | 82.4%-33.5pp | 67.9%-19.1pp |
| Annual return | -17.02% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,540 | $3,381-54.5% | $4,814-68.0% | $2,596-40.7% |
| Participant deferral / active EE | $5,206 | $6,110-14.8% | $7,446-30.1% | $4,027+29.3% |
| Admin fee / account holder | $7,910 | $6,275+26.0% | $10,010-21.0% | $5,403+46.4% |