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 | $73,731 | $135,635-45.6% | $110,238-33.1% | $135,375-45.5% |
| Participation rate | 68.2% | 83.5%-15.3pp | 79.8%-11.6pp | 82.6%-14.5pp |
| Annual return | -4.03% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,750 | $5,506-68.2% | $4,672-62.5% | $5,609-68.8% |
| Admin fee / account holder | $16,739 | $11,457+46.1% | $8,547+95.8% | $10,827+54.6% |