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 9-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 | $65,469 | $78,694-16.8% | $67,652-3.2% | $125,391-47.8% |
| Participation rate | 42.1% | 78.8%-36.7pp | 75.7%-33.6pp | 83.2%-41.1pp |
| Annual return | -2.98% | 9.46%-12.4pp | 6625.04%-6628.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,910 | $4,292-55.5% | $3,560-46.3% | $5,352-64.3% |
| Admin fee / account holder | $11,185 | $7,403+51.1% | $4,821+132.0% | $9,540+17.2% |