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 | $144,865 | $27,641+424.1% | $61,373+136.0% | $68,494+111.5% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -16.83% | -13.24%-3.6pp | 338.61%-355.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $488 | $695-29.8% | $1,159-57.9% | $2,596-81.2% |
| Participant deferral / active EE | $1,219 | $1,263-3.5% | $2,125-42.6% | $4,027-69.7% |
| Admin fee / account holder | $1,434 | $2,010-28.7% | $2,130-32.7% | $5,403-73.5% |