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 | $98,698 | $54,229+82.0% | $70,092+40.8% | $68,494+44.1% |
| Participation rate | 14.3% | 64.5%-50.2pp | 70.5%-56.2pp | 67.9%-53.6pp |
| Annual return | -13.16% | -13.87%+0.7pp | 190.73%-203.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,603 | $2,956-45.8% | $3,849-58.3% | $4,027-60.2% |
| Admin fee / account holder | $2,955 | $4,694-37.1% | $6,267-52.8% | $5,403-45.3% |