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 | $30,154 | $54,350-44.5% | $82,719-63.5% | $68,494-56.0% |
| Participation rate | 69.7% | 63.9%+5.8pp | 72.6%-2.9pp | 67.9%+1.8pp |
| Annual return | -14.35% | -13.67%-0.7pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $898 | $2,218-59.5% | $3,009-70.2% | $2,596-65.4% |
| Participant deferral / active EE | $1,272 | $3,246-60.8% | $4,395-71.1% | $4,027-68.4% |
| Admin fee / account holder | $2,345 | $4,395-46.6% | $5,329-56.0% | $5,403-56.6% |