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 9-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 | $113,127 | $138,065-18.1% | $123,544-8.4% | $135,375-16.4% |
| Participation rate | 35.7% | 84.7%-49.0pp | 82.3%-46.6pp | 82.6%-46.9pp |
| Annual return | -5.53% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,700 | $6,799-45.6% | $6,426-42.4% | $5,609-34.0% |
| Admin fee / account holder | $21,965 | $10,916+101.2% | $9,284+136.6% | $10,827+102.9% |