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 | $39,515 | $54,350-27.3% | $82,719-52.2% | $68,494-42.3% |
| Participation rate | 23.9% | 63.9%-40.0pp | 72.6%-48.6pp | 67.9%-43.9pp |
| Annual return | -7.93% | -13.67%+5.7pp | 701.18%-709.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $986 | $3,246-69.6% | $4,395-77.6% | $4,027-75.5% |
| Admin fee / account holder | $8,251 | $4,395+87.7% | $5,329+54.8% | $5,403+52.7% |