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 | $27,938 | $44,103-36.7% | $75,826-63.2% | $64,186-56.5% |
| Participation rate | 53.0% | 62.7%-9.7pp | 68.2%-15.2pp | 69.6%-16.6pp |
| Annual return | -6.11% | -4.72%-1.4pp | 1914.15%-1920.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $875 | $2,204-60.3% | $2,862-69.4% | $3,470-74.8% |
| Admin fee / account holder | $1,418 | $3,506-59.5% | $4,726-70.0% | $4,888-71.0% |