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 | $47,709 | $54,350-12.2% | $82,719-42.3% | $68,494-30.3% |
| Participation rate | 43.6% | 63.9%-20.3pp | 72.6%-29.0pp | 67.9%-24.3pp |
| Annual return | -16.45% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,247 | $2,218-43.8% | $3,009-58.5% | $2,596-52.0% |
| Participant deferral / active EE | $3,904 | $3,246+20.3% | $4,395-11.2% | $4,027-3.1% |
| Admin fee / account holder | $2,532 | $4,395-42.4% | $5,329-52.5% | $5,403-53.1% |