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 | $45,910 | $54,350-15.5% | $82,719-44.5% | $68,494-33.0% |
| Participation rate | 23.5% | 63.9%-40.4pp | 72.6%-49.0pp | 67.9%-44.4pp |
| Annual return | -18.16% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $493 | $2,218-77.8% | $3,009-83.6% | $2,596-81.0% |
| Participant deferral / active EE | $1,612 | $3,246-50.3% | $4,395-63.3% | $4,027-60.0% |
| Admin fee / account holder | $1,919 | $4,395-56.3% | $5,329-64.0% | $5,403-64.5% |