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 | $52,270 | $27,641+89.1% | $61,373-14.8% | $68,494-23.7% |
| Participation rate | 53.5% | 39.5%+14.0pp | 52.6%+0.9pp | 67.9%-14.4pp |
| Annual return | -17.09% | -13.24%-3.9pp | 338.61%-355.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,417 | $695+247.5% | $1,159+108.5% | $2,596-6.9% |
| Participant deferral / active EE | $3,726 | $1,263+195.0% | $2,125+75.3% | $4,027-7.5% |
| Admin fee / account holder | $8,893 | $2,010+342.5% | $2,130+317.6% | $5,403+64.6% |