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 | $34,815 | $54,350-35.9% | $82,719-57.9% | $68,494-49.2% |
| Participation rate | 58.1% | 63.9%-5.8pp | 72.6%-14.4pp | 67.9%-9.7pp |
| Annual return | -14.34% | -13.67%-0.7pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $835 | $2,218-62.4% | $3,009-72.3% | $2,596-67.8% |
| Participant deferral / active EE | $1,445 | $3,246-55.5% | $4,395-67.1% | $4,027-64.1% |
| Admin fee / account holder | $1,544 | $4,395-64.9% | $5,329-71.0% | $5,403-71.4% |