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 | $108,036 | $59,107+82.8% | $86,436+25.0% | $68,494+57.7% |
| Participation rate | 44.1% | 75.2%-31.1pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | -15.36% | -0.23%-15.1pp | 4394.89%-4410.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,042 | $5,901-31.5% | $6,952-41.9% | $4,027+0.4% |
| Admin fee / account holder | $27,520 | $5,637+388.2% | $6,731+308.8% | $5,403+409.4% |