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 | $55,765 | $82,286-32.2% | $68,791-18.9% | $134,475-58.5% |
| Participation rate | 60.9% | 75.1%-14.2pp | 69.0%-8.2pp | 81.2%-20.4pp |
| Annual return | -14.55% | -2.19%-12.4pp | -6.38%-8.2pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,833 | $3,301-44.5% | $2,655-31.0% | $4,740-61.3% |
| Participant deferral / active EE | $3,058 | $4,739-35.5% | $3,941-22.4% | $6,400-52.2% |
| Admin fee / account holder | $20,701 | $6,481+219.4% | $4,932+319.7% | $11,426+81.2% |