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 | $23,134 | $54,350-57.4% | $82,719-72.0% | $68,494-66.2% |
| Participation rate | 43.6% | 63.9%-20.3pp | 72.6%-29.0pp | 67.9%-24.3pp |
| Annual return | -18.81% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,025 | $2,218-53.8% | $3,009-65.9% | $2,596-60.5% |
| Participant deferral / active EE | $3,006 | $3,246-7.4% | $4,395-31.6% | $4,027-25.3% |
| Admin fee / account holder | $2,481 | $4,395-43.6% | $5,329-53.4% | $5,403-54.1% |