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 | $58,961 | $54,350+8.5% | $82,719-28.7% | $68,494-13.9% |
| Participation rate | 34.5% | 63.9%-29.4pp | 72.6%-38.1pp | 67.9%-33.4pp |
| Annual return | -17.99% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.1pp |
| Employer contribution / active EE | $825 | $2,218-62.8% | $3,009-72.6% | $2,596-68.2% |
| Participant deferral / active EE | $2,675 | $3,246-17.6% | $4,395-39.1% | $4,027-33.6% |
| Admin fee / account holder | $714 | $4,395-83.8% | $5,329-86.6% | $5,403-86.8% |