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 | $102,773 | $82,664+24.3% | $125,339-18.0% | $68,494+50.0% |
| Participation rate | 63.6% | 75.0%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,341 | $3,381-60.3% | $4,814-72.1% | $2,596-48.3% |
| Participant deferral / active EE | $2,780 | $6,110-54.5% | $7,446-62.7% | $4,027-31.0% |
| Admin fee / account holder | $5,362 | $6,275-14.6% | $10,010-46.4% | $5,403-0.8% |