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 | $26,321 | $27,641-4.8% | $61,373-57.1% | $68,494-61.6% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -17.10% | -13.24%-3.9pp | 338.61%-355.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $557 | $695-19.9% | $1,159-51.9% | $2,596-78.5% |
| Participant deferral / active EE | $708 | $1,263-44.0% | $2,125-66.7% | $4,027-82.4% |
| Admin fee / account holder | $375 | $2,010-81.4% | $2,130-82.4% | $5,403-93.1% |