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 | $174,138 | $135,635+28.4% | $110,238+58.0% | $135,375+28.6% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.8%-42.3pp | 82.6%-45.1pp |
| Annual return | -5.20% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,078 | $5,506-7.8% | $4,672+8.7% | $5,609-9.5% |
| Admin fee / account holder | $1,867 | $11,457-83.7% | $8,547-78.2% | $10,827-82.8% |