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 | $30,399 | $69,010-55.9% | $159,960-81.0% | $68,494-55.6% |
| Participation rate | 67.7% | 65.4%+2.3pp | 78.0%-10.3pp | 67.9%-0.2pp |
| Annual return | -17.53% | -9.65%-7.9pp | 408.60%-426.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,367 | $2,213-38.2% | $4,226-67.6% | $2,596-47.3% |
| Participant deferral / active EE | $2,360 | $4,212-44.0% | $6,182-61.8% | $4,027-41.4% |
| Admin fee / account holder | $5,331 | $4,798+11.1% | $8,698-38.7% | $5,403-1.3% |