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 | $65,826 | $135,635-51.5% | $110,238-40.3% | $135,375-51.4% |
| Participation rate | 45.0% | 83.5%-38.5pp | 79.8%-34.8pp | 82.6%-37.6pp |
| Annual return | -3.27% | 513.19%-516.5pp | 314.74%-318.0pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,447 | $5,506-19.2% | $4,672-4.8% | $5,609-20.7% |
| Admin fee / account holder | $25,501 | $11,457+122.6% | $8,547+198.4% | $10,827+135.5% |