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 | $26,454 | $54,350-51.3% | $82,719-68.0% | $68,494-61.4% |
| Participation rate | 43.9% | 63.9%-20.1pp | 72.6%-28.7pp | 67.9%-24.0pp |
| Annual return | -18.47% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,002 | $2,218-54.8% | $3,009-66.7% | $2,596-61.4% |
| Participant deferral / active EE | $2,160 | $3,246-33.5% | $4,395-50.9% | $4,027-46.4% |
| Admin fee / account holder | $1,714 | $4,395-61.0% | $5,329-67.8% | $5,403-68.3% |