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 | $42,716 | $84,487-49.4% | $125,339-65.9% | $66,914-36.2% |
| Participation rate | 66.3% | 76.4%-10.1pp | 82.4%-16.0pp | 69.8%-3.5pp |
| Annual return | -16.40% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,400 | $3,553-32.5% | $4,814-50.1% | $2,544-5.7% |
| Participant deferral / active EE | $5,727 | $6,781-15.5% | $7,446-23.1% | $4,237+35.2% |
| Admin fee / account holder | $4,156 | $685+506.7% | $10,010-58.5% | $593+600.5% |