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 | $70,601 | $82,664-14.6% | $125,339-43.7% | $68,494+3.1% |
| Participation rate | 60.9% | 75.0%-14.2pp | 82.4%-21.5pp | 67.9%-7.0pp |
| Annual return | -16.58% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,144 | $3,381-66.2% | $4,814-76.2% | $2,596-55.9% |
| Participant deferral / active EE | $4,503 | $6,110-26.3% | $7,446-39.5% | $4,027+11.8% |
| Admin fee / account holder | $16,077 | $6,275+156.2% | $10,010+60.6% | $5,403+197.6% |