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 | $70,413 | $90,600-22.3% | $79,464-11.4% | $135,375-48.0% |
| Participation rate | 63.2% | 76.0%-12.9pp | 73.3%-10.2pp | 82.6%-19.5pp |
| Annual return | -7.22% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,640 | $4,050-10.1% | $3,704-1.7% | $5,609-35.1% |
| Admin fee / account holder | $4,309 | $5,907-27.1% | $5,113-15.7% | $10,827-60.2% |