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 | $33,619 | $54,350-38.1% | $82,719-59.4% | $68,494-50.9% |
| Participation rate | 52.6% | 63.9%-11.3pp | 72.6%-19.9pp | 67.9%-15.3pp |
| Annual return | -16.13% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $905 | $2,218-59.2% | $3,009-69.9% | $2,596-65.1% |
| Participant deferral / active EE | $2,151 | $3,246-33.7% | $4,395-51.1% | $4,027-46.6% |
| Admin fee / account holder | $1,035 | $4,395-76.4% | $5,329-80.6% | $5,403-80.8% |