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 | $83,922 | $90,600-7.4% | $79,464+5.6% | $135,375-38.0% |
| Participation rate | 55.0% | 76.0%-21.0pp | 73.3%-18.3pp | 82.6%-27.6pp |
| Annual return | -6.82% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,915 | $4,050-28.0% | $3,704-21.3% | $5,609-48.0% |
| Admin fee / account holder | $413 | $5,907-93.0% | $5,113-91.9% | $10,827-96.2% |