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 | $80,909 | $82,664-2.1% | $125,339-35.4% | $68,494+18.1% |
| Participation rate | 55.0% | 75.0%-20.0pp | 82.4%-27.4pp | 67.9%-12.9pp |
| Annual return | -16.32% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,904 | $3,381-43.7% | $4,814-60.4% | $2,596-26.7% |
| Participant deferral / active EE | $3,328 | $6,110-45.5% | $7,446-55.3% | $4,027-17.4% |
| Admin fee / account holder | $3,116 | $6,275-50.4% | $10,010-68.9% | $5,403-42.3% |