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 | $51,681 | $160,055-67.7% | $140,016-63.1% | $135,375-61.8% |
| Participation rate | 36.4% | 88.5%-52.2pp | 87.5%-51.1pp | 82.6%-46.3pp |
| Annual return | -7.45% | 911.38%-918.8pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,385 | $7,642-42.6% | $6,927-36.7% | $5,609-21.8% |
| Admin fee / account holder | $12,741 | $13,328-4.4% | $10,705+19.0% | $10,827+17.7% |