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 | $39,604 | $54,350-27.1% | $82,719-52.1% | $68,494-42.2% |
| Participation rate | 34.5% | 63.9%-29.4pp | 72.6%-38.0pp | 67.9%-33.3pp |
| Annual return | -18.44% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $426 | $2,218-80.8% | $3,009-85.8% | $2,596-83.6% |
| Participant deferral / active EE | $1,103 | $3,246-66.0% | $4,395-74.9% | $4,027-72.6% |
| Admin fee / account holder | $6,324 | $4,395+43.9% | $5,329+18.7% | $5,403+17.1% |