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 | $77,404 | $82,664-6.4% | $125,339-38.2% | $68,494+13.0% |
| Participation rate | 59.4% | 75.0%-15.6pp | 82.4%-22.9pp | 67.9%-8.5pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,091 | $3,381-8.6% | $4,814-35.8% | $2,596+19.1% |
| Participant deferral / active EE | $5,918 | $6,110-3.2% | $7,446-20.5% | $4,027+46.9% |
| Admin fee / account holder | $12,352 | $6,275+96.8% | $10,010+23.4% | $5,403+128.6% |