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 | $51,050 | $59,107-13.6% | $86,436-40.9% | $68,494-25.5% |
| Participation rate | 65.8% | 75.2%-9.5pp | 80.3%-14.6pp | 67.9%-2.1pp |
| Annual return | -17.52% | -0.23%-17.3pp | 4394.89%-4412.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,011 | $2,519-20.2% | $3,769-46.6% | $2,596-22.5% |
| Participant deferral / active EE | $4,777 | $5,901-19.0% | $6,952-31.3% | $4,027+18.6% |
| Admin fee / account holder | $9,132 | $5,637+62.0% | $6,731+35.7% | $5,403+69.0% |