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 4-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 | $15,152 | $54,350-72.1% | $82,719-81.7% | $68,494-77.9% |
| Participation rate | 51.2% | 63.9%-12.7pp | 72.6%-21.3pp | 67.9%-16.7pp |
| Annual return | -10.04% | -13.67%+3.6pp | 701.18%-711.2pp | -7.84%-2.2pp |
| Employer contribution / active EE | $490 | $2,218-77.9% | $3,009-83.7% | $2,596-81.1% |
| Participant deferral / active EE | $1,009 | $3,246-68.9% | $4,395-77.0% | $4,027-74.9% |
| Admin fee / account holder | $3,088 | $4,395-29.8% | $5,329-42.1% | $5,403-42.8% |