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 | $51,947 | $91,538-43.3% | $129,995-60.0% | $75,163-30.9% |
| Participation rate | 39.0% | 71.4%-32.5pp | 78.5%-39.5pp | 67.2%-28.2pp |
| Annual return | 14.77% | -631.11%+645.9pp | -137.18%+151.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,951 | $4,341-55.1% | $5,820-66.5% | $4,125-52.7% |
| Admin fee / account holder | $4,995 | $6,790-26.4% | $10,614-52.9% | $5,651-11.6% |