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 | $68,363 | $88,594-22.8% | $70,092-2.5% | $134,475-49.2% |
| Participation rate | 45.5% | 74.9%-29.5pp | 70.5%-25.0pp | 81.2%-35.8pp |
| Annual return | -13.96% | 442.67%-456.6pp | 190.73%-204.7pp | 417.96%-431.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,498 | $4,772-68.6% | $3,849-61.1% | $6,400-76.6% |
| Admin fee / account holder | $15,973 | $10,441+53.0% | $6,267+154.9% | $11,426+39.8% |