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 | $57,109 | $54,350+5.1% | $82,719-31.0% | $68,494-16.6% |
| Participation rate | 57.4% | 63.9%-6.5pp | 72.6%-15.1pp | 67.9%-10.5pp |
| Annual return | -15.69% | -13.67%-2.0pp | 701.18%-716.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,803 | $2,218-18.7% | $3,009-40.1% | $2,596-30.6% |
| Participant deferral / active EE | $3,511 | $3,246+8.2% | $4,395-20.1% | $4,027-12.8% |
| Admin fee / account holder | $655 | $4,395-85.1% | $5,329-87.7% | $5,403-87.9% |