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 | $9,333 | $84,402-88.9% | $61,373-84.8% | $134,475-93.1% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -14.59% | 584.55%-599.1pp | 338.61%-353.2pp | 417.96%-432.5pp |
| Employer contribution / active EE | $278 | $1,544-82.0% | $1,159-76.0% | $4,740-94.1% |
| Participant deferral / active EE | $462 | $2,819-83.6% | $2,125-78.2% | $6,400-92.8% |
| Admin fee / account holder | $20,359 | $2,585+687.5% | $2,130+856.0% | $11,426+78.2% |