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 | $74,213 | $84,487-12.2% | $125,339-40.8% | $66,914+10.9% |
| Participation rate | 46.3% | 76.4%-30.1pp | 82.4%-36.0pp | 69.8%-23.5pp |
| Annual return | -15.37% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,851 | $3,553-47.9% | $4,814-61.5% | $2,544-27.2% |
| Participant deferral / active EE | $4,203 | $6,781-38.0% | $7,446-43.6% | $4,237-0.8% |
| Admin fee / account holder | $5,681 | $685+729.3% | $10,010-43.2% | $593+857.5% |