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 | $68,836 | $54,350+26.7% | $82,719-16.8% | $68,494+0.5% |
| Participation rate | 34.2% | 63.9%-29.7pp | 72.6%-38.4pp | 67.9%-33.7pp |
| Annual return | -18.17% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $351 | $2,218-84.2% | $3,009-88.3% | $2,596-86.5% |
| Participant deferral / active EE | $1,403 | $3,246-56.8% | $4,395-68.1% | $4,027-65.2% |
| Admin fee / account holder | $1,380 | $4,395-68.6% | $5,329-74.1% | $5,403-74.5% |