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 8-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 | $11,011 | $54,350-79.7% | $82,719-86.7% | $68,494-83.9% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -19.00% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $642 | $2,218-71.0% | $3,009-78.7% | $2,596-75.3% |
| Participant deferral / active EE | $1,285 | $3,246-60.4% | $4,395-70.8% | $4,027-68.1% |
| Admin fee / account holder | $450 | $4,395-89.8% | $5,329-91.6% | $5,403-91.7% |