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 | $49,133 | $54,350-9.6% | $82,719-40.6% | $68,494-28.3% |
| Participation rate | 62.5% | 63.9%-1.4pp | 72.6%-10.1pp | 67.9%-5.4pp |
| Annual return | -15.12% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,930 | $2,218-13.0% | $3,009-35.9% | $2,596-25.7% |
| Participant deferral / active EE | $2,724 | $3,246-16.1% | $4,395-38.0% | $4,027-32.4% |
| Admin fee / account holder | $911 | $4,395-79.3% | $5,329-82.9% | $5,403-83.1% |