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 | $61,714 | $85,790-28.1% | $67,313-8.3% | $135,375-54.4% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.1%-24.6pp | 82.6%-38.2pp |
| Annual return | -2.93% | -0.54%-2.4pp | -4.08%+1.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,330 | $4,651-71.4% | $3,568-62.7% | $5,609-76.3% |
| Admin fee / account holder | $849 | $6,392-86.7% | $4,507-81.2% | $10,827-92.2% |