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 | $32,973 | $51,197-35.6% | $82,719-60.1% | $66,914-50.7% |
| Participation rate | 45.7% | 67.8%-22.1pp | 72.6%-26.8pp | 69.8%-24.1pp |
| Annual return | -15.16% | -9.64%-5.5pp | 701.18%-716.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,120 | $2,611-18.8% | $3,009-29.6% | $2,544-16.7% |
| Participant deferral / active EE | $4,121 | $3,458+19.2% | $4,395-6.2% | $4,237-2.7% |
| Admin fee / account holder | $712 | $416+71.3% | $5,329-86.6% | $593+20.0% |