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 | $39,252 | $82,664-52.5% | $125,339-68.7% | $68,494-42.7% |
| Participation rate | 65.5% | 75.0%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,475 | $3,381-56.4% | $4,814-69.4% | $2,596-43.2% |
| Participant deferral / active EE | $2,759 | $6,110-54.8% | $7,446-62.9% | $4,027-31.5% |
| Admin fee / account holder | $6,232 | $6,275-0.7% | $10,010-37.7% | $5,403+15.3% |