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 | $37,138 | $95,971-61.3% | $74,550-50.2% | $135,375-72.6% |
| Participation rate | 29.4% | 75.7%-46.2pp | 69.1%-39.7pp | 82.6%-53.2pp |
| Annual return | -4.06% | 56.96%-61.0pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $395 | $2,716-85.4% | $1,961-79.8% | $4,779-91.7% |
| Participant deferral / active EE | $793 | $3,843-79.4% | $3,108-74.5% | $5,609-85.9% |
| Admin fee / account holder | $31,624 | $6,522+384.9% | $5,060+525.0% | $10,827+192.1% |