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 | $33,119 | $32,037+3.4% | $69,182-52.1% | $62,891-47.3% |
| Participation rate | 0.0% | 43.4%-43.4pp | 55.1%-55.1pp | 69.3%-69.3pp |
| Annual return | 11.65% | 15.16%-3.5pp | -21.93%+33.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $744 | $1,185-37.3% | $1,897-60.8% | $3,203-76.8% |
| Admin fee / account holder | $8,254 | $2,608+216.5% | $2,697+206.1% | $4,296+92.2% |