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 | $85,988 | $135,635-36.6% | $110,238-22.0% | $135,375-36.5% |
| Participation rate | 31.8% | 83.5%-51.6pp | 79.8%-48.0pp | 82.6%-50.8pp |
| Annual return | -6.63% | 513.19%-519.8pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,223 | $5,506-59.6% | $4,672-52.4% | $5,609-60.4% |
| Admin fee / account holder | $1,329 | $11,457-88.4% | $8,547-84.4% | $10,827-87.7% |