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 | $51,000 | $28,109+81.4% | $71,086-28.3% | $56,287-9.4% |
| Participation rate | 41.0% | 40.4%+0.5pp | 54.7%-13.7pp | 69.9%-28.9pp |
| Annual return | -6.37% | -615.05%+608.7pp | 650.59%-657.0pp | -9.96%+3.6pp |
| Employer contribution / active EE | $465 | $558-16.6% | $1,088-57.3% | $2,111-78.0% |
| Participant deferral / active EE | $849 | $1,116-23.9% | $1,874-54.7% | $3,350-74.7% |
| Admin fee / account holder | $4,052 | $585+592.9% | $3,082+31.4% | $521+677.8% |