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 | $42,508 | $190,805-77.7% | $159,960-73.4% | $134,475-68.4% |
| Participation rate | 53.8% | 81.9%-28.1pp | 78.0%-24.1pp | 81.2%-27.4pp |
| Annual return | -12.30% | 552.23%-564.5pp | 408.60%-420.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,165 | $6,923-68.7% | $6,182-65.0% | $6,400-66.2% |
| Admin fee / account holder | $30,902 | $10,471+195.1% | $8,698+255.3% | $11,426+170.5% |