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 | $14,269 | $54,350-73.7% | $82,719-82.8% | $68,494-79.2% |
| Participation rate | 58.3% | 63.9%-5.6pp | 72.6%-14.2pp | 67.9%-9.6pp |
| Annual return | -19.28% | -13.67%-5.6pp | 701.18%-720.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,041 | $2,218-53.1% | $3,009-65.4% | $2,596-59.9% |
| Participant deferral / active EE | $1,680 | $3,246-48.2% | $4,395-61.8% | $4,027-58.3% |
| Admin fee / account holder | $720 | $4,395-83.6% | $5,329-86.5% | $5,403-86.7% |