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 | $19,727 | $54,350-63.7% | $82,719-76.2% | $68,494-71.2% |
| Participation rate | 29.6% | 63.9%-34.3pp | 72.6%-42.9pp | 67.9%-38.3pp |
| Annual return | -18.18% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,322 | $3,246-59.3% | $4,395-69.9% | $4,027-67.2% |
| Admin fee / account holder | $845 | $4,395-80.8% | $5,329-84.1% | $5,403-84.4% |