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 3-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 | $135,450 | $190,805-29.0% | $159,960-15.3% | $134,475+0.7% |
| Participation rate | 25.0% | 81.9%-56.9pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -10.79% | 552.23%-563.0pp | 408.60%-419.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,020 | $6,923-56.4% | $6,182-51.2% | $6,400-52.8% |
| Admin fee / account holder | $20,167 | $10,471+92.6% | $8,698+131.9% | $11,426+76.5% |