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 | $31,632 | $87,705-63.9% | $63,517-50.2% | $125,391-74.8% |
| Participation rate | 0.0% | 77.0%-77.0pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | -2.38% | 21.70%-24.1pp | -70.30%+67.9pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,916 | $3,601-46.8% | $2,322-17.5% | $4,866-60.6% |
| Participant deferral / active EE | $6,645 | $3,939+68.7% | $2,953+125.0% | $5,352+24.2% |
| Admin fee / account holder | $10,105 | $11,948-15.4% | $5,892+71.5% | $9,540+5.9% |