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 | $63,180 | $54,350+16.2% | $82,719-23.6% | $68,494-7.8% |
| Participation rate | 54.8% | 63.9%-9.1pp | 72.6%-17.7pp | 67.9%-13.0pp |
| Annual return | -15.75% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $921 | $2,218-58.5% | $3,009-69.4% | $2,596-64.5% |
| Participant deferral / active EE | $4,099 | $3,246+26.3% | $4,395-6.7% | $4,027+1.8% |
| Admin fee / account holder | $3,784 | $4,395-13.9% | $5,329-29.0% | $5,403-30.0% |