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 | $43,179 | $44,850-3.7% | $60,547-28.7% | $59,632-27.6% |
| Participation rate | 64.4% | 59.5%+4.9pp | 68.0%-3.6pp | 68.7%-4.3pp |
| Annual return | -1.89% | 1074.14%-1076.0pp | 335.64%-337.5pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,319 | $2,230+4.0% | $3,328-30.3% | $3,192-27.3% |
| Admin fee / account holder | $6,799 | $3,635+87.0% | $4,536+49.9% | $4,297+58.2% |