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 | $27,156 | $45,566-40.4% | $64,105-57.6% | $59,632-54.5% |
| Participation rate | 41.3% | 60.2%-18.9pp | 68.2%-26.9pp | 68.7%-27.4pp |
| Annual return | -2.73% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,102 | $2,057-46.4% | $2,822-60.9% | $3,192-65.5% |
| Admin fee / account holder | $2,101 | $3,268-35.7% | $4,499-53.3% | $4,297-51.1% |