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 | $43,308 | $42,894+1.0% | $60,874-28.9% | $68,494-36.8% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -5.78% | -13.98%+8.2pp | 16.90%-22.7pp | -7.84%+2.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,226 | $2,867-57.2% | $3,817-67.9% | $4,027-69.6% |
| Admin fee / account holder | $30,101 | $3,101+870.8% | $3,224+833.6% | $5,403+457.1% |