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 | $19,692 | $54,350-63.8% | $82,719-76.2% | $68,494-71.3% |
| Participation rate | 44.6% | 63.9%-19.3pp | 72.6%-27.9pp | 67.9%-23.3pp |
| Annual return | -14.48% | -13.67%-0.8pp | 701.18%-715.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $446 | $2,218-79.9% | $3,009-85.2% | $2,596-82.8% |
| Participant deferral / active EE | $1,334 | $3,246-58.9% | $4,395-69.7% | $4,027-66.9% |
| Admin fee / account holder | $4,645 | $4,395+5.7% | $5,329-12.8% | $5,403-14.0% |