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 | $42,376 | $54,350-22.0% | $82,719-48.8% | $68,494-38.1% |
| Participation rate | 59.3% | 63.9%-4.7pp | 72.6%-13.3pp | 67.9%-8.6pp |
| Annual return | -3.69% | -13.67%+10.0pp | 701.18%-704.9pp | -7.84%+4.2pp |
| Employer contribution / active EE | $1,995 | $2,218-10.0% | $3,009-33.7% | $2,596-23.1% |
| Participant deferral / active EE | $3,406 | $3,246+4.9% | $4,395-22.5% | $4,027-15.4% |
| Admin fee / account holder | $18,683 | $4,395+325.0% | $5,329+250.6% | $5,403+245.8% |