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 | $26,587 | $54,350-51.1% | $82,719-67.9% | $68,494-61.2% |
| Participation rate | 56.7% | 63.9%-7.3pp | 72.6%-15.9pp | 67.9%-11.2pp |
| Annual return | -18.61% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,151 | $2,218-48.1% | $3,009-61.7% | $2,596-55.7% |
| Participant deferral / active EE | $3,355 | $3,246+3.4% | $4,395-23.7% | $4,027-16.7% |
| Admin fee / account holder | $1,557 | $4,395-64.6% | $5,329-70.8% | $5,403-71.2% |