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 | $34,198 | $51,197-33.2% | $82,719-58.7% | $66,914-48.9% |
| Participation rate | 41.0% | 67.8%-26.9pp | 72.6%-31.6pp | 69.8%-28.9pp |
| Annual return | -17.84% | -9.64%-8.2pp | 701.18%-719.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,022 | $2,611-60.8% | $3,009-66.0% | $2,544-59.8% |
| Participant deferral / active EE | $1,520 | $3,458-56.0% | $4,395-65.4% | $4,237-64.1% |
| Admin fee / account holder | $1,622 | $416+290.4% | $5,329-69.6% | $593+173.4% |