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 | $41,940 | $90,600-53.7% | $79,464-47.2% | $135,375-69.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -4.24% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,387 | $3,068-22.2% | $2,800-14.8% | $4,779-50.1% |
| Participant deferral / active EE | $2,387 | $4,050-41.1% | $3,704-35.6% | $5,609-57.4% |
| Admin fee / account holder | $21,336 | $5,907+261.2% | $5,113+317.3% | $10,827+97.1% |