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 | $56,625 | $54,229+4.4% | $70,092-19.2% | $68,494-17.3% |
| Participation rate | 19.0% | 64.5%-45.4pp | 70.5%-51.4pp | 67.9%-48.8pp |
| Annual return | -14.52% | -13.87%-0.7pp | 190.73%-205.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,061 | $2,956-64.1% | $3,849-72.4% | $4,027-73.6% |
| Admin fee / account holder | $304 | $4,694-93.5% | $6,267-95.2% | $5,403-94.4% |