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 | $34,064 | $54,350-37.3% | $82,719-58.8% | $68,494-50.3% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -16.97% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $667 | $2,218-69.9% | $3,009-77.8% | $2,596-74.3% |
| Participant deferral / active EE | $2,728 | $3,246-16.0% | $4,395-37.9% | $4,027-32.3% |
| Admin fee / account holder | $6,739 | $4,395+53.3% | $5,329+26.5% | $5,403+24.7% |