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 | $47,860 | $54,350-11.9% | $82,719-42.1% | $68,494-30.1% |
| Participation rate | 45.5% | 63.9%-18.5pp | 72.6%-27.1pp | 67.9%-22.4pp |
| Annual return | -18.47% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,853 | $2,218-16.4% | $3,009-38.4% | $2,596-28.6% |
| Participant deferral / active EE | $2,263 | $3,246-30.3% | $4,395-48.5% | $4,027-43.8% |
| Admin fee / account holder | $1,051 | $4,395-76.1% | $5,329-80.3% | $5,403-80.5% |