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 | $54,378 | $69,010-21.2% | $159,960-66.0% | $68,494-20.6% |
| Participation rate | 37.3% | 65.4%-28.2pp | 78.0%-40.7pp | 67.9%-30.6pp |
| Annual return | -19.09% | -9.65%-9.4pp | 408.60%-427.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $503 | $2,213-77.3% | $4,226-88.1% | $2,596-80.6% |
| Participant deferral / active EE | $1,524 | $4,212-63.8% | $6,182-75.4% | $4,027-62.2% |
| Admin fee / account holder | $16,997 | $4,798+254.3% | $8,698+95.4% | $5,403+214.6% |