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 | $80,489 | $54,350+48.1% | $82,719-2.7% | $68,494+17.5% |
| Participation rate | 35.6% | 63.9%-28.4pp | 72.6%-37.0pp | 67.9%-32.3pp |
| Annual return | -14.05% | -13.67%-0.4pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $769 | $2,218-65.3% | $3,009-74.4% | $2,596-70.4% |
| Participant deferral / active EE | $1,532 | $3,246-52.8% | $4,395-65.1% | $4,027-62.0% |
| Admin fee / account holder | $3,463 | $4,395-21.2% | $5,329-35.0% | $5,403-35.9% |