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 | $29,353 | $95,971-69.4% | $74,550-60.6% | $135,375-78.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -3.02% | 56.96%-60.0pp | 32.53%-35.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,761 | $3,843-54.2% | $3,108-43.4% | $5,609-68.6% |
| Admin fee / account holder | $24,386 | $6,522+273.9% | $5,060+382.0% | $10,827+125.2% |