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 | $24,614 | $54,350-54.7% | $82,719-70.2% | $68,494-64.1% |
| Participation rate | 26.0% | 63.9%-37.9pp | 72.6%-46.6pp | 67.9%-41.9pp |
| Annual return | -16.97% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $333 | $2,218-85.0% | $3,009-88.9% | $2,596-87.2% |
| Participant deferral / active EE | $1,585 | $3,246-51.2% | $4,395-63.9% | $4,027-60.6% |
| Admin fee / account holder | $1,603 | $4,395-63.5% | $5,329-69.9% | $5,403-70.3% |