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 | $39,144 | $152,509-74.3% | $117,472-66.7% | $134,475-70.9% |
| Participation rate | 65.2% | 77.1%-11.9pp | 70.6%-5.4pp | 81.2%-16.0pp |
| Annual return | -17.14% | 52.99%-70.1pp | 29.74%-46.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $496 | $4,818-89.7% | $4,070-87.8% | $6,400-92.2% |
| Admin fee / account holder | $22,992 | $7,004+228.3% | $5,645+307.3% | $11,426+101.2% |