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 | $29,700 | $49,177-39.6% | $79,464-62.6% | $64,186-53.7% |
| Participation rate | 47.0% | 65.0%-18.0pp | 73.3%-26.4pp | 69.6%-22.6pp |
| Annual return | -6.44% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $387 | $2,076-81.4% | $2,800-86.2% | $2,381-83.7% |
| Participant deferral / active EE | $1,706 | $2,821-39.5% | $3,704-53.9% | $3,470-50.8% |
| Admin fee / account holder | $1,905 | $3,839-50.4% | $5,113-62.7% | $4,888-61.0% |