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 | $29,529 | $54,350-45.7% | $82,719-64.3% | $68,494-56.9% |
| Participation rate | 54.2% | 63.9%-9.7pp | 72.6%-18.3pp | 67.9%-13.7pp |
| Annual return | -18.10% | -13.67%-4.4pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,217 | $2,218-45.1% | $3,009-59.6% | $2,596-53.1% |
| Participant deferral / active EE | $1,637 | $3,246-49.6% | $4,395-62.7% | $4,027-59.3% |
| Admin fee / account holder | $582 | $4,395-86.8% | $5,329-89.1% | $5,403-89.2% |