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 | $72,232 | $131,829-45.2% | $108,579-33.5% | $273,961-73.6% |
| Participation rate | 65.2% | 83.5%-18.2pp | 79.6%-14.4pp | 83.0%-17.8pp |
| Annual return | 4.14% | -91.57%+95.7pp | -51.70%+55.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,803 | $5,127-64.8% | $4,311-58.2% | $5,287-65.9% |
| Admin fee / account holder | $41,067 | $10,252+300.6% | $7,645+437.2% | $10,132+305.3% |