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 | $41,001 | $49,177-16.6% | $79,464-48.4% | $64,186-36.1% |
| Participation rate | 58.7% | 65.0%-6.3pp | 73.3%-14.6pp | 69.6%-10.8pp |
| Annual return | -4.71% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $406 | $2,076-80.4% | $2,800-85.5% | $2,381-82.9% |
| Participant deferral / active EE | $3,608 | $2,821+27.9% | $3,704-2.6% | $3,470+4.0% |
| Admin fee / account holder | $3,219 | $3,839-16.1% | $5,113-37.0% | $4,888-34.1% |