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 | $20,890 | $138,044-84.9% | $125,339-83.3% | $134,475-84.5% |
| Participation rate | 52.6% | 84.5%-31.9pp | 82.4%-29.7pp | 81.2%-28.6pp |
| Annual return | -8.35% | 750.33%-758.7pp | 572.05%-580.4pp | 417.96%-426.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,313 | $7,799-44.7% | $7,446-42.1% | $6,400-32.6% |
| Admin fee / account holder | $7,666 | $11,571-33.7% | $10,010-23.4% | $11,426-32.9% |