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 | $134,870 | $160,055-15.7% | $140,016-3.7% | $135,375-0.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -5.98% | 911.38%-917.4pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,192 | $7,642+98.8% | $6,927+119.3% | $5,609+170.9% |
| Admin fee / account holder | $220,959 | $13,328+1557.9% | $10,705+1964.0% | $10,827+1940.8% |