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 | $28,975 | $129,942-77.7% | $104,294-72.2% | $134,475-78.5% |
| Participation rate | 0.0% | 79.5%-79.5pp | 73.3%-73.3pp | 81.2%-81.2pp |
| Annual return | -13.67% | 42.03%-55.7pp | 24.61%-38.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,130 | $4,184-25.2% | $3,372-7.2% | $4,740-34.0% |
| Participant deferral / active EE | $6,255 | $5,588+11.9% | $4,625+35.2% | $6,400-2.3% |
| Admin fee / account holder | $28,299 | $9,323+203.5% | $7,339+285.6% | $11,426+147.7% |