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 5-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 | $49,368 | $90,590-45.5% | $90,782-45.6% | $135,375-63.5% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.6%-82.6pp |
| Annual return | -3.77% | -3.40%-0.4pp | -3.42%-0.4pp | 519.73%-523.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,905 | $5,407-27.8% | $5,366-27.2% | $5,609-30.4% |
| Admin fee / account holder | $36,715 | $7,683+377.9% | $5,908+521.5% | $10,827+239.1% |