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 | $38,283 | $54,350-29.6% | $82,719-53.7% | $68,494-44.1% |
| Participation rate | 33.8% | 63.9%-30.1pp | 72.6%-38.7pp | 67.9%-34.1pp |
| Annual return | -17.81% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $834 | $2,218-62.4% | $3,009-72.3% | $2,596-67.9% |
| Participant deferral / active EE | $1,812 | $3,246-44.2% | $4,395-58.8% | $4,027-55.0% |
| Admin fee / account holder | $1,764 | $4,395-59.9% | $5,329-66.9% | $5,403-67.3% |