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 | $20,081 | $54,350-63.1% | $82,719-75.7% | $68,494-70.7% |
| Participation rate | 45.7% | 63.9%-18.2pp | 72.6%-26.9pp | 67.9%-22.2pp |
| Annual return | -11.31% | -13.67%+2.4pp | 701.18%-712.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $494 | $2,218-77.7% | $3,009-83.6% | $2,596-81.0% |
| Participant deferral / active EE | $1,273 | $3,246-60.8% | $4,395-71.0% | $4,027-68.4% |
| Admin fee / account holder | $1,580 | $4,395-64.1% | $5,329-70.4% | $5,403-70.8% |