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 | $61,715 | $92,703-33.4% | $82,719-25.4% | $134,475-54.1% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-55.9pp | 81.2%-64.6pp |
| Annual return | -11.13% | 944.92%-956.1pp | 701.18%-712.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,058 | $4,802-78.0% | $4,395-75.9% | $6,400-83.5% |
| Admin fee / account holder | $8,614 | $5,983+44.0% | $5,329+61.6% | $11,426-24.6% |