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 | $31,914 | $54,350-41.3% | $82,719-61.4% | $68,494-53.4% |
| Participation rate | 67.9% | 63.9%+3.9pp | 72.6%-4.7pp | 67.9%0pp |
| Annual return | -18.46% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,054 | $2,218-7.4% | $3,009-31.8% | $2,596-20.9% |
| Participant deferral / active EE | $2,336 | $3,246-28.0% | $4,395-46.8% | $4,027-42.0% |
| Admin fee / account holder | $880 | $4,395-80.0% | $5,329-83.5% | $5,403-83.7% |