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 | $31,957 | $54,350-41.2% | $82,719-61.4% | $68,494-53.3% |
| Participation rate | 32.6% | 63.9%-31.4pp | 72.6%-40.0pp | 67.9%-35.3pp |
| Annual return | -14.16% | -13.67%-0.5pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $938 | $2,218-57.7% | $3,009-68.8% | $2,596-63.9% |
| Participant deferral / active EE | $1,739 | $3,246-46.4% | $4,395-60.4% | $4,027-56.8% |
| Admin fee / account holder | $18,707 | $4,395+325.6% | $5,329+251.1% | $5,403+246.3% |