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 | $44,021 | $43,723+0.7% | $121,196-63.7% | $64,186-31.4% |
| Participation rate | 23.3% | 58.3%-35.0pp | 71.7%-48.4pp | 69.6%-46.2pp |
| Annual return | -6.01% | 68.91%-74.9pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,646 | $2,280-27.8% | $3,344-50.8% | $3,470-52.6% |
| Admin fee / account holder | $16,315 | $3,501+366.0% | $5,019+225.0% | $4,888+233.8% |