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 | $66,025 | $82,664-20.1% | $125,339-47.3% | $68,494-3.6% |
| Participation rate | 68.8% | 75.0%-6.3pp | 82.4%-13.6pp | 67.9%+0.9pp |
| Annual return | -19.23% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,511 | $3,381-25.7% | $4,814-47.8% | $2,596-3.3% |
| Participant deferral / active EE | $4,135 | $6,110-32.3% | $7,446-44.5% | $4,027+2.7% |
| Admin fee / account holder | $6,685 | $6,275+6.5% | $10,010-33.2% | $5,403+23.7% |