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 | $35,757 | $82,664-56.7% | $125,339-71.5% | $68,494-47.8% |
| Participation rate | 62.7% | 75.0%-12.4pp | 82.4%-19.7pp | 67.9%-5.2pp |
| Annual return | -9.21% | -5.97%-3.2pp | 572.05%-581.3pp | -7.84%-1.4pp |
| Employer contribution / active EE | $1,514 | $3,381-55.2% | $4,814-68.6% | $2,596-41.7% |
| Participant deferral / active EE | $5,370 | $6,110-12.1% | $7,446-27.9% | $4,027+33.3% |
| Admin fee / account holder | $16,015 | $6,275+155.2% | $10,010+60.0% | $5,403+196.4% |