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 | $24,501 | $48,274-49.2% | $63,517-61.4% | $59,632-58.9% |
| Participation rate | 45.1% | 66.3%-21.2pp | 71.0%-26.0pp | 68.7%-23.6pp |
| Annual return | 0.36% | -240.79%+241.1pp | -70.30%+70.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,220 | $2,343-47.9% | $2,953-58.7% | $3,192-61.8% |
| Admin fee / account holder | $5,501 | $3,600+52.8% | $5,892-6.6% | $4,297+28.0% |