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 | $14,184 | $39,798-64.4% | $67,711-79.1% | $59,632-76.2% |
| Participation rate | 36.4% | 57.4%-21.0pp | 67.5%-31.2pp | 68.7%-32.3pp |
| Annual return | -2.34% | 89.94%-92.3pp | 25.41%-27.7pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $746 | $2,335-68.1% | $3,585-79.2% | $3,192-76.6% |
| Admin fee / account holder | $725 | $3,212-77.4% | $4,255-83.0% | $4,297-83.1% |