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 | $124,469 | $147,727-15.7% | $115,756+7.5% | $134,475-7.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.1%-27.1pp | 81.2%-31.2pp |
| Annual return | -17.52% | 73.96%-91.5pp | 143.14%-160.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,304 | $7,563-29.9% | $6,254-15.2% | $6,400-17.1% |
| Admin fee / account holder | $51,433 | $14,571+253.0% | $8,124+533.1% | $11,426+350.1% |