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 3-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 | $23,560 | $54,350-56.7% | $82,719-71.5% | $68,494-65.6% |
| Participation rate | 35.7% | 63.9%-28.2pp | 72.6%-36.8pp | 67.9%-32.2pp |
| Annual return | -16.50% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $457 | $2,218-79.4% | $3,009-84.8% | $2,596-82.4% |
| Participant deferral / active EE | $1,236 | $3,246-61.9% | $4,395-71.9% | $4,027-69.3% |
| Admin fee / account holder | $2,366 | $4,395-46.2% | $5,329-55.6% | $5,403-56.2% |