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 | $57,330 | $84,487-32.1% | $125,339-54.3% | $66,914-14.3% |
| Participation rate | 37.3% | 76.4%-39.1pp | 82.4%-45.0pp | 69.8%-32.5pp |
| Annual return | -17.21% | -8.39%-8.8pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,344 | $3,553-62.2% | $4,814-72.1% | $2,544-47.2% |
| Participant deferral / active EE | $3,549 | $6,781-47.7% | $7,446-52.3% | $4,237-16.2% |
| Admin fee / account holder | $600 | $685-12.5% | $10,010-94.0% | $593+1.1% |