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 | $14,467 | $54,350-73.4% | $82,719-82.5% | $68,494-78.9% |
| Participation rate | 30.8% | 63.9%-33.1pp | 72.6%-41.8pp | 67.9%-37.1pp |
| Annual return | -17.86% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $742 | $2,218-66.5% | $3,009-75.3% | $2,596-71.4% |
| Participant deferral / active EE | $1,993 | $3,246-38.6% | $4,395-54.6% | $4,027-50.5% |
| Admin fee / account holder | $1,052 | $4,395-76.1% | $5,329-80.3% | $5,403-80.5% |