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 | $9,728 | $54,350-82.1% | $82,719-88.2% | $68,494-85.8% |
| Participation rate | 55.6% | 63.9%-8.4pp | 72.6%-17.0pp | 67.9%-12.3pp |
| Annual return | -13.15% | -13.67%+0.5pp | 701.18%-714.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $877 | $2,218-60.5% | $3,009-70.8% | $2,596-66.2% |
| Participant deferral / active EE | $1,285 | $3,246-60.4% | $4,395-70.8% | $4,027-68.1% |
| Admin fee / account holder | $2,688 | $4,395-38.8% | $5,329-49.6% | $5,403-50.2% |