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 | $41,896 | $54,350-22.9% | $82,719-49.4% | $68,494-38.8% |
| Participation rate | 64.5% | 63.9%+0.6pp | 72.6%-8.0pp | 67.9%-3.4pp |
| Annual return | -12.95% | -13.67%+0.7pp | 701.18%-714.1pp | -7.84%-5.1pp |
| Employer contribution / active EE | $522 | $2,218-76.5% | $3,009-82.7% | $2,596-79.9% |
| Participant deferral / active EE | $2,935 | $3,246-9.6% | $4,395-33.2% | $4,027-27.1% |
| Admin fee / account holder | $20,219 | $4,395+360.0% | $5,329+279.4% | $5,403+274.2% |