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 | $45,251 | $59,107-23.4% | $86,436-47.6% | $68,494-33.9% |
| Participation rate | 31.7% | 75.2%-43.5pp | 80.3%-48.6pp | 67.9%-36.2pp |
| Annual return | -18.68% | -0.23%-18.4pp | 4394.89%-4413.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,428 | $5,901-25.0% | $6,952-36.3% | $4,027+10.0% |
| Admin fee / account holder | $10,616 | $5,637+88.3% | $6,731+57.7% | $5,403+96.5% |