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 | $16,670 | $54,350-69.3% | $82,719-79.8% | $68,494-75.7% |
| Participation rate | 29.6% | 63.9%-34.3pp | 72.6%-42.9pp | 67.9%-38.3pp |
| Annual return | -16.23% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $732 | $2,218-67.0% | $3,009-75.7% | $2,596-71.8% |
| Participant deferral / active EE | $1,055 | $3,246-67.5% | $4,395-76.0% | $4,027-73.8% |
| Admin fee / account holder | $3,087 | $4,395-29.8% | $5,329-42.1% | $5,403-42.9% |