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 | $33,033 | $61,774-46.5% | $97,226-66.0% | $80,856-59.1% |
| Participation rate | 58.6% | 63.5%-4.9pp | 72.7%-14.1pp | 67.6%-9.0pp |
| Annual return | 12.01% | -557.90%+569.9pp | 75.13%-63.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $972 | $3,029-67.9% | $4,264-77.2% | $4,296-77.4% |
| Admin fee / account holder | $31,661 | $5,166+512.9% | $5,654+460.0% | $6,918+357.7% |