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 | $107,369 | $54,350+97.6% | $82,719+29.8% | $68,494+56.8% |
| Participation rate | 59.0% | 63.9%-4.9pp | 72.6%-13.6pp | 67.9%-8.9pp |
| Annual return | -15.61% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $878 | $2,218-60.4% | $3,009-70.8% | $2,596-66.2% |
| Participant deferral / active EE | $1,175 | $3,246-63.8% | $4,395-73.3% | $4,027-70.8% |
| Admin fee / account holder | $4,572 | $4,395+4.0% | $5,329-14.2% | $5,403-15.4% |