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 | $12,663 | $54,350-76.7% | $82,719-84.7% | $68,494-81.5% |
| Participation rate | 37.8% | 63.9%-26.1pp | 72.6%-34.8pp | 67.9%-30.1pp |
| Annual return | -16.06% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $439 | $2,218-80.2% | $3,009-85.4% | $2,596-83.1% |
| Participant deferral / active EE | $981 | $3,246-69.8% | $4,395-77.7% | $4,027-75.6% |
| Admin fee / account holder | $309 | $4,395-93.0% | $5,329-94.2% | $5,403-94.3% |