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 | $20,440 | $53,162-61.6% | $91,220-77.6% | $68,494-70.2% |
| Participation rate | 0.0% | 63.2%-63.2pp | 73.2%-73.2pp | 67.9%-67.9pp |
| Annual return | -14.86% | -3.14%-11.7pp | 114.01%-128.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,281 | $1,709-25.1% | $2,850-55.1% | $2,596-50.7% |
| Participant deferral / active EE | $1,829 | $2,974-38.5% | $4,234-56.8% | $4,027-54.6% |
| Admin fee / account holder | $2,813 | $4,493-37.4% | $5,420-48.1% | $5,403-47.9% |