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 | $59,823 | $82,664-27.6% | $125,339-52.3% | $68,494-12.7% |
| Participation rate | 44.1% | 75.0%-30.9pp | 82.4%-38.3pp | 67.9%-23.8pp |
| Annual return | -6.64% | -5.97%-0.7pp | 572.05%-578.7pp | -7.84%+1.2pp |
| Employer contribution / active EE | $1,164 | $3,381-65.6% | $4,814-75.8% | $2,596-55.2% |
| Participant deferral / active EE | $3,517 | $6,110-42.4% | $7,446-52.8% | $4,027-12.7% |
| Admin fee / account holder | $521 | $6,275-91.7% | $10,010-94.8% | $5,403-90.4% |