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 | $34,469 | $54,229-36.4% | $70,092-50.8% | $68,494-49.7% |
| Participation rate | 35.6% | 64.5%-28.9pp | 70.5%-34.9pp | 67.9%-32.3pp |
| Annual return | -18.81% | -13.87%-4.9pp | 190.73%-209.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,034 | $2,018-48.7% | $2,559-59.6% | $2,596-60.2% |
| Participant deferral / active EE | $2,793 | $2,956-5.5% | $3,849-27.4% | $4,027-30.7% |
| Admin fee / account holder | $327 | $4,694-93.0% | $6,267-94.8% | $5,403-93.9% |