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 | $108,737 | $138,065-21.2% | $123,544-12.0% | $135,375-19.7% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.5pp |
| Annual return | -8.70% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,963 | $6,799+17.1% | $6,426+23.9% | $5,609+42.0% |
| Admin fee / account holder | $2,853 | $10,916-73.9% | $9,284-69.3% | $10,827-73.6% |