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 | $63,296 | $63,703-0.6% | $93,063-32.0% | $82,448-23.2% |
| Participation rate | 38.8% | 63.8%-25.1pp | 72.1%-33.3pp | 68.1%-29.3pp |
| Annual return | 18.81% | -775.43%+794.2pp | 34.15%-15.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,728 | $2,919-40.8% | $3,958-56.3% | $4,139-58.3% |
| Admin fee / account holder | $16,695 | $5,982+179.1% | $6,033+176.7% | $7,234+130.8% |