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 9-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 | $12,381 | $82,286-85.0% | $68,791-82.0% | $134,475-90.8% |
| Participation rate | 37.5% | 75.1%-37.6pp | 69.0%-31.5pp | 81.2%-43.7pp |
| Annual return | -10.43% | -2.19%-8.2pp | -6.38%-4.1pp | 417.96%-428.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,000 | $4,739+26.6% | $3,941+52.2% | $6,400-6.2% |
| Admin fee / account holder | $66,838 | $6,481+931.4% | $4,932+1255.2% | $11,426+485.0% |