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 | $92,755 | $105,860-12.4% | $90,749+2.2% | $134,475-31.0% |
| Participation rate | 52.4% | 78.2%-25.9pp | 75.7%-23.3pp | 81.2%-28.8pp |
| Annual return | -17.78% | -11.01%-6.8pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,023 | $5,216-61.2% | $4,564-55.7% | $6,400-68.4% |
| Admin fee / account holder | $1,542 | $13,938-88.9% | $8,445-81.7% | $11,426-86.5% |