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 | $52,106 | $72,404-28.0% | $110,238-52.7% | $64,186-18.8% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | -6.44% | -6.29%-0.1pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,089 | $2,282-52.3% | $3,826-71.5% | $2,381-54.3% |
| Participant deferral / active EE | $2,072 | $3,469-40.3% | $4,672-55.7% | $3,470-40.3% |
| Admin fee / account holder | $3,419 | $5,664-39.6% | $8,547-60.0% | $4,888-30.1% |