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 | $91,035 | $105,860-14.0% | $90,749+0.3% | $134,475-32.3% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -15.26% | -11.01%-4.2pp | -12.16%-3.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,534 | $5,216+102.0% | $4,564+130.8% | $6,400+64.6% |
| Admin fee / account holder | $14,147 | $13,938+1.5% | $8,445+67.5% | $11,426+23.8% |