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 | $6,959 | $67,331-89.7% | $60,874-88.6% | $134,475-94.8% |
| Participation rate | 68.8% | 76.2%-7.4pp | 73.1%-4.4pp | 81.2%-12.5pp |
| Annual return | -8.26% | 49.93%-58.2pp | 16.90%-25.2pp | 417.96%-426.2pp |
| Employer contribution / active EE | $534 | $3,096-82.8% | $2,701-80.3% | $4,740-88.7% |
| Participant deferral / active EE | $2,694 | $4,538-40.6% | $3,817-29.4% | $6,400-57.9% |
| Admin fee / account holder | $53,401 | $4,582+1065.4% | $3,224+1556.2% | $11,426+367.4% |