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 | $42,344 | $54,229-21.9% | $70,092-39.6% | $68,494-38.2% |
| Participation rate | 54.1% | 64.5%-10.4pp | 70.5%-16.4pp | 67.9%-13.8pp |
| Annual return | -17.64% | -13.87%-3.8pp | 190.73%-208.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $958 | $2,018-52.5% | $2,559-62.5% | $2,596-63.1% |
| Participant deferral / active EE | $1,499 | $2,956-49.3% | $3,849-61.1% | $4,027-62.8% |
| Admin fee / account holder | $15,172 | $4,694+223.2% | $6,267+142.1% | $5,403+180.8% |