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 | $22,663 | $54,350-58.3% | $82,719-72.6% | $68,494-66.9% |
| Participation rate | 61.6% | 63.9%-2.3pp | 72.6%-10.9pp | 67.9%-6.3pp |
| Annual return | -16.42% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $508 | $2,218-77.1% | $3,009-83.1% | $2,596-80.4% |
| Participant deferral / active EE | $1,705 | $3,246-47.5% | $4,395-61.2% | $4,027-57.7% |
| Admin fee / account holder | $540 | $4,395-87.7% | $5,329-89.9% | $5,403-90.0% |