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 | $93,928 | $82,664+13.6% | $125,339-25.1% | $68,494+37.1% |
| Participation rate | 59.3% | 75.0%-15.7pp | 82.4%-23.0pp | 67.9%-8.5pp |
| Annual return | -10.80% | -5.97%-4.8pp | 572.05%-582.9pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,413 | $3,381-28.6% | $4,814-49.9% | $2,596-7.1% |
| Participant deferral / active EE | $4,638 | $6,110-24.1% | $7,446-37.7% | $4,027+15.2% |
| Admin fee / account holder | $41,112 | $6,275+555.1% | $10,010+310.7% | $5,403+660.9% |