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 | $37,601 | $54,350-30.8% | $82,719-54.5% | $68,494-45.1% |
| Participation rate | 38.0% | 63.9%-25.9pp | 72.6%-34.6pp | 67.9%-29.9pp |
| Annual return | -14.04% | -13.67%-0.4pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $781 | $2,218-64.8% | $3,009-74.0% | $2,596-69.9% |
| Participant deferral / active EE | $1,073 | $3,246-66.9% | $4,395-75.6% | $4,027-73.3% |
| Admin fee / account holder | $2,954 | $4,395-32.8% | $5,329-44.6% | $5,403-45.3% |