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 | $12,540 | $54,350-76.9% | $82,719-84.8% | $68,494-81.7% |
| Participation rate | 64.8% | 63.9%+0.9pp | 72.6%-7.7pp | 67.9%-3.1pp |
| Annual return | -9.94% | -13.67%+3.7pp | 701.18%-711.1pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,112 | $2,218-49.9% | $3,009-63.1% | $2,596-57.2% |
| Participant deferral / active EE | $2,240 | $3,246-31.0% | $4,395-49.0% | $4,027-44.4% |
| Admin fee / account holder | $3,391 | $4,395-22.8% | $5,329-36.4% | $5,403-37.2% |