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 | $43,597 | $59,107-26.2% | $86,436-49.6% | $68,494-36.4% |
| Participation rate | 64.9% | 75.2%-10.4pp | 80.3%-15.5pp | 67.9%-3.0pp |
| Annual return | -17.01% | -0.23%-16.8pp | 4394.89%-4411.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $586 | $2,519-76.7% | $3,769-84.4% | $2,596-77.4% |
| Participant deferral / active EE | $3,413 | $5,901-42.2% | $6,952-50.9% | $4,027-15.3% |
| Admin fee / account holder | $1,697 | $5,637-69.9% | $6,731-74.8% | $5,403-68.6% |