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 | $102,110 | $69,848+46.2% | $115,756-11.8% | $66,914+52.6% |
| Participation rate | 34.3% | 70.6%-36.3pp | 77.1%-42.8pp | 69.8%-35.5pp |
| Annual return | -17.25% | 969.66%-986.9pp | 143.14%-160.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,059 | $4,274-51.8% | $6,254-67.1% | $4,237-51.4% |
| Admin fee / account holder | $2,718 | $337+706.0% | $8,124-66.6% | $593+358.1% |