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 | $39,575 | $54,350-27.2% | $82,719-52.2% | $68,494-42.2% |
| Participation rate | 53.7% | 63.9%-10.2pp | 72.6%-18.8pp | 67.9%-14.2pp |
| Annual return | -10.40% | -13.67%+3.3pp | 701.18%-711.6pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,269 | $2,218-42.8% | $3,009-57.8% | $2,596-51.1% |
| Participant deferral / active EE | $2,345 | $3,246-27.8% | $4,395-46.7% | $4,027-41.8% |
| Admin fee / account holder | $2,130 | $4,395-51.5% | $5,329-60.0% | $5,403-60.6% |