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 | $64,441 | $131,829-51.1% | $108,579-40.7% | $273,961-76.5% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 4.20% | -91.57%+95.8pp | -51.70%+55.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,798 | $5,127-45.4% | $4,311-35.1% | $5,287-47.1% |
| Admin fee / account holder | $17,420 | $10,252+69.9% | $7,645+127.9% | $10,132+71.9% |