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 | $26,825 | $54,350-50.6% | $82,719-67.6% | $68,494-60.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -13.34% | -13.67%+0.3pp | 701.18%-714.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,660 | $2,218-25.2% | $3,009-44.8% | $2,596-36.1% |
| Participant deferral / active EE | $2,910 | $3,246-10.3% | $4,395-33.8% | $4,027-27.7% |
| Admin fee / account holder | $4,087 | $4,395-7.0% | $5,329-23.3% | $5,403-24.4% |