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 | $96,215 | $90,600+6.2% | $79,464+21.1% | $135,375-28.9% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -4.10% | 977.43%-981.5pp | 718.14%-722.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,096 | $4,050-72.9% | $3,704-70.4% | $5,609-80.5% |
| Admin fee / account holder | $2,565 | $5,907-56.6% | $5,113-49.8% | $10,827-76.3% |