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 | $34,959 | $51,197-31.7% | $82,719-57.7% | $66,914-47.8% |
| Participation rate | 21.8% | 67.8%-46.0pp | 72.6%-50.8pp | 69.8%-48.0pp |
| Annual return | -16.80% | -9.64%-7.2pp | 701.18%-718.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $830 | $2,611-68.2% | $3,009-72.4% | $2,544-67.4% |
| Participant deferral / active EE | $1,790 | $3,458-48.2% | $4,395-59.3% | $4,237-57.8% |
| Admin fee / account holder | $6,492 | $416+1462.3% | $5,329+21.8% | $593+994.3% |