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 | $66,888 | $59,159+13.1% | $159,960-58.2% | $66,9140% |
| Participation rate | 40.8% | 68.1%-27.3pp | 78.0%-37.2pp | 69.8%-29.0pp |
| Annual return | -14.33% | -12.26%-2.1pp | 408.60%-422.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,366 | $4,395-46.2% | $6,182-61.7% | $4,237-44.2% |
| Admin fee / account holder | $5,968 | $591+910.1% | $8,698-31.4% | $593+906.0% |