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 6-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 | $7,320 | $84,402-91.3% | $61,373-88.1% | $134,475-94.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -12.20% | 584.55%-596.7pp | 338.61%-350.8pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,016 | $1,544-34.2% | $1,159-12.4% | $4,740-78.6% |
| Participant deferral / active EE | $1,113 | $2,819-60.5% | $2,125-47.6% | $6,400-82.6% |
| Admin fee / account holder | $10,685 | $2,585+313.3% | $2,130+401.7% | $11,426-6.5% |