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 | $49,493 | $85,790-42.3% | $67,313-26.5% | $135,375-63.4% |
| Participation rate | 38.9% | 76.5%-37.6pp | 69.1%-30.2pp | 82.6%-43.8pp |
| Annual return | -7.98% | -0.54%-7.4pp | -4.08%-3.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,541 | $4,651-23.9% | $3,568-0.8% | $5,609-36.9% |
| Admin fee / account holder | $19,171 | $6,392+199.9% | $4,507+325.4% | $10,827+77.1% |