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 | $50,837 | $69,010-26.3% | $159,960-68.2% | $68,494-25.8% |
| Participation rate | 44.0% | 65.4%-21.4pp | 78.0%-33.9pp | 67.9%-23.8pp |
| Annual return | -18.14% | -9.65%-8.5pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,300 | $4,212+25.8% | $6,182-14.3% | $4,027+31.6% |
| Admin fee / account holder | $3,275 | $4,798-31.7% | $8,698-62.3% | $5,403-39.4% |