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 | $45,412 | $54,350-16.4% | $82,719-45.1% | $68,494-33.7% |
| Participation rate | 33.8% | 63.9%-30.1pp | 72.6%-38.8pp | 67.9%-34.1pp |
| Annual return | -16.23% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,110 | $2,218-50.0% | $3,009-63.1% | $2,596-57.2% |
| Participant deferral / active EE | $2,114 | $3,246-34.9% | $4,395-51.9% | $4,027-47.5% |
| Admin fee / account holder | $5,374 | $4,395+22.3% | $5,329+0.9% | $5,403-0.5% |