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 | $79,018 | $54,350+45.4% | $82,719-4.5% | $68,494+15.4% |
| Participation rate | 48.5% | 63.9%-15.4pp | 72.6%-24.1pp | 67.9%-19.4pp |
| Annual return | -16.69% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,672 | $3,246+43.9% | $4,395+6.3% | $4,027+16.0% |
| Admin fee / account holder | $18,479 | $4,395+320.4% | $5,329+246.8% | $5,403+242.0% |