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 | $49,294 | $27,641+78.3% | $61,373-19.7% | $68,494-28.0% |
| Participation rate | 37.0% | 39.5%-2.5pp | 52.6%-15.5pp | 67.9%-30.9pp |
| Annual return | -14.33% | -13.24%-1.1pp | 338.61%-352.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $712 | $695+2.3% | $1,159-38.6% | $2,596-72.6% |
| Participant deferral / active EE | $1,725 | $1,263+36.5% | $2,125-18.8% | $4,027-57.2% |
| Admin fee / account holder | $538 | $2,010-73.2% | $2,130-74.7% | $5,403-90.0% |