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 | $83,850 | $84,402-0.7% | $61,373+36.6% | $134,475-37.6% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -17.77% | 584.55%-602.3pp | 338.61%-356.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $794 | $2,819-71.8% | $2,125-62.6% | $6,400-87.6% |
| Admin fee / account holder | $12,542 | $2,585+385.2% | $2,130+488.9% | $11,426+9.8% |