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 | $45,964 | $54,350-15.4% | $82,719-44.4% | $68,494-32.9% |
| Participation rate | 63.6% | 63.9%-0.3pp | 72.6%-8.9pp | 67.9%-4.3pp |
| Annual return | -15.79% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,090 | $2,218-50.9% | $3,009-63.8% | $2,596-58.0% |
| Participant deferral / active EE | $3,091 | $3,246-4.8% | $4,395-29.7% | $4,027-23.3% |
| Admin fee / account holder | $12,567 | $4,395+185.9% | $5,329+135.8% | $5,403+132.6% |