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 | $78,439 | $54,350+44.3% | $82,719-5.2% | $68,494+14.5% |
| Participation rate | 31.3% | 63.9%-32.7pp | 72.6%-41.3pp | 67.9%-36.6pp |
| Annual return | -11.69% | -13.67%+2.0pp | 701.18%-712.9pp | -7.84%-3.8pp |
| Employer contribution / active EE | $497 | $2,218-77.6% | $3,009-83.5% | $2,596-80.9% |
| Participant deferral / active EE | $7,062 | $3,246+117.6% | $4,395+60.7% | $4,027+75.4% |
| Admin fee / account holder | $29,397 | $4,395+568.8% | $5,329+451.6% | $5,403+444.1% |