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 | $27,741 | $27,641+0.4% | $61,373-54.8% | $68,494-59.5% |
| Participation rate | 36.2% | 39.5%-3.3pp | 52.6%-16.4pp | 67.9%-31.7pp |
| Annual return | -18.11% | -13.24%-4.9pp | 338.61%-356.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,115 | $695+60.3% | $1,159-3.9% | $2,596-57.1% |
| Participant deferral / active EE | $1,420 | $1,263+12.4% | $2,125-33.2% | $4,027-64.7% |
| Admin fee / account holder | $1,396 | $2,010-30.6% | $2,130-34.5% | $5,403-74.2% |