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 | $21,930 | $158,817-86.2% | $121,196-81.9% | $135,375-83.8% |
| Participation rate | 36.8% | 79.3%-42.5pp | 71.7%-34.9pp | 82.6%-45.8pp |
| Annual return | -6.62% | -0.64%-6.0pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,792 | $4,005-30.3% | $3,344-16.5% | $5,609-50.2% |
| Admin fee / account holder | $2,920 | $6,512-55.2% | $5,019-41.8% | $10,827-73.0% |