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 | $33,803 | $54,350-37.8% | $82,719-59.1% | $68,494-50.6% |
| Participation rate | 52.4% | 63.9%-11.5pp | 72.6%-20.2pp | 67.9%-15.5pp |
| Annual return | -10.98% | -13.67%+2.7pp | 701.18%-712.2pp | -7.84%-3.1pp |
| Employer contribution / active EE | $923 | $2,218-58.4% | $3,009-69.3% | $2,596-64.5% |
| Participant deferral / active EE | $1,621 | $3,246-50.1% | $4,395-63.1% | $4,027-59.8% |
| Admin fee / account holder | $7,209 | $4,395+64.0% | $5,329+35.3% | $5,403+33.4% |