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 | $40,375 | $54,350-25.7% | $82,719-51.2% | $68,494-41.1% |
| Participation rate | 57.6% | 63.9%-6.3pp | 72.6%-15.0pp | 67.9%-10.3pp |
| Annual return | -13.17% | -13.67%+0.5pp | 701.18%-714.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,177 | $3,246-63.7% | $4,395-73.2% | $4,027-70.8% |
| Admin fee / account holder | $1,534 | $4,395-65.1% | $5,329-71.2% | $5,403-71.6% |