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 | $43,837 | $54,350-19.3% | $82,719-47.0% | $68,494-36.0% |
| Participation rate | 53.8% | 63.9%-10.1pp | 72.6%-18.7pp | 67.9%-14.0pp |
| Annual return | -10.08% | -13.67%+3.6pp | 701.18%-711.3pp | -7.84%-2.2pp |
| Employer contribution / active EE | $690 | $2,218-68.9% | $3,009-77.1% | $2,596-73.4% |
| Participant deferral / active EE | $2,723 | $3,246-16.1% | $4,395-38.1% | $4,027-32.4% |
| Admin fee / account holder | $34,634 | $4,395+688.0% | $5,329+549.9% | $5,403+541.0% |