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 | $56,832 | $107,791-47.3% | $90,645-37.3% | $135,375-58.0% |
| Participation rate | 18.2% | 78.0%-59.9pp | 74.0%-55.8pp | 82.6%-64.5pp |
| Annual return | -2.75% | -0.90%-1.9pp | 1.88%-4.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $809 | $3,872-79.1% | $3,425-76.4% | $5,609-85.6% |
| Admin fee / account holder | $35,000 | $5,930+490.2% | $4,994+600.9% | $10,827+223.3% |