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 | $25,827 | $158,817-83.7% | $121,196-78.7% | $135,375-80.9% |
| Participation rate | 11.8% | 79.3%-67.5pp | 71.7%-60.0pp | 82.6%-70.9pp |
| Annual return | -7.10% | -0.64%-6.5pp | 16.93%-24.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $201 | $5,665-96.4% | $4,022-95.0% | $4,779-95.8% |
| Participant deferral / active EE | $94 | $4,005-97.7% | $3,344-97.2% | $5,609-98.3% |
| Admin fee / account holder | $43,783 | $6,512+572.3% | $5,019+772.3% | $10,827+304.4% |