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 | $52,646 | $54,350-3.1% | $82,719-36.4% | $68,494-23.1% |
| Participation rate | 31.6% | 63.9%-32.3pp | 72.6%-41.0pp | 67.9%-36.3pp |
| Annual return | -18.00% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $522 | $2,218-76.5% | $3,009-82.6% | $2,596-79.9% |
| Participant deferral / active EE | $1,597 | $3,246-50.8% | $4,395-63.7% | $4,027-60.4% |
| Admin fee / account holder | $11,613 | $4,395+164.2% | $5,329+117.9% | $5,403+115.0% |