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 | $38,288 | $54,350-29.6% | $82,719-53.7% | $68,494-44.1% |
| Participation rate | 58.2% | 63.9%-5.7pp | 72.6%-14.4pp | 67.9%-9.7pp |
| Annual return | -15.29% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $955 | $2,218-56.9% | $3,009-68.2% | $2,596-63.2% |
| Participant deferral / active EE | $1,361 | $3,246-58.1% | $4,395-69.0% | $4,027-66.2% |
| Admin fee / account holder | $449 | $4,395-89.8% | $5,329-91.6% | $5,403-91.7% |