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 | $10,952 | $54,350-79.8% | $82,719-86.8% | $68,494-84.0% |
| Participation rate | 69.8% | 63.9%+5.9pp | 72.6%-2.8pp | 67.9%+1.9pp |
| Annual return | -14.58% | -13.67%-0.9pp | 701.18%-715.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $470 | $2,218-78.8% | $3,009-84.4% | $2,596-81.9% |
| Participant deferral / active EE | $2,430 | $3,246-25.1% | $4,395-44.7% | $4,027-39.7% |
| Admin fee / account holder | $1,122 | $4,395-74.5% | $5,329-78.9% | $5,403-79.2% |