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 | $22,640 | $67,331-66.4% | $60,874-62.8% | $134,475-83.2% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.1%-34.2pp | 81.2%-42.3pp |
| Annual return | -16.72% | 49.93%-66.7pp | 16.90%-33.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,101 | $4,538-53.7% | $3,817-45.0% | $6,400-67.2% |
| Admin fee / account holder | $12,013 | $4,582+162.2% | $3,224+272.6% | $11,426+5.1% |