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 | $29,684 | $54,350-45.4% | $82,719-64.1% | $68,494-56.7% |
| Participation rate | 67.3% | 63.9%+3.4pp | 72.6%-5.2pp | 67.9%-0.6pp |
| Annual return | -16.93% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,610 | $2,218-27.4% | $3,009-46.5% | $2,596-38.0% |
| Participant deferral / active EE | $1,516 | $3,246-53.3% | $4,395-65.5% | $4,027-62.4% |
| Admin fee / account holder | $4,876 | $4,395+10.9% | $5,329-8.5% | $5,403-9.8% |