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 | $33,961 | $54,350-37.5% | $82,719-58.9% | $68,494-50.4% |
| Participation rate | 57.1% | 63.9%-6.8pp | 72.6%-15.4pp | 67.9%-10.7pp |
| Annual return | -14.15% | -13.67%-0.5pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $301 | $2,218-86.4% | $3,009-90.0% | $2,596-88.4% |
| Participant deferral / active EE | $1,285 | $3,246-60.4% | $4,395-70.8% | $4,027-68.1% |
| Admin fee / account holder | $9,971 | $4,395+126.9% | $5,329+87.1% | $5,403+84.6% |