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 | $25,576 | $82,286-68.9% | $68,791-62.8% | $134,475-81.0% |
| Participation rate | 55.0% | 75.1%-20.1pp | 69.0%-14.0pp | 81.2%-26.2pp |
| Annual return | -18.37% | -2.19%-16.2pp | -6.38%-12.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,645 | $4,739+82.4% | $3,941+119.4% | $6,400+35.1% |
| Admin fee / account holder | $3,265 | $6,481-49.6% | $4,932-33.8% | $11,426-71.4% |