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 | $38,563 | $54,350-29.0% | $82,719-53.4% | $68,494-43.7% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -19.06% | -13.67%-5.4pp | 701.18%-720.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $422 | $2,218-81.0% | $3,009-86.0% | $2,596-83.7% |
| Participant deferral / active EE | $3,158 | $3,246-2.7% | $4,395-28.1% | $4,027-21.6% |
| Admin fee / account holder | $575 | $4,395-86.9% | $5,329-89.2% | $5,403-89.3% |