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 | $71,593 | $43,723+63.7% | $121,196-40.9% | $64,186+11.5% |
| Participation rate | 0.0% | 58.3%-58.3pp | 71.7%-71.7pp | 69.6%-69.6pp |
| Annual return | -7.29% | 68.91%-76.2pp | 16.93%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,279 | $2,280+87.7% | $3,344+27.9% | $3,470+23.3% |
| Admin fee / account holder | $1,462 | $3,501-58.2% | $5,019-70.9% | $4,888-70.1% |