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 | $123,752 | $135,635-8.8% | $110,238+12.3% | $135,375-8.6% |
| Participation rate | 52.4% | 83.5%-31.1pp | 79.8%-27.4pp | 82.6%-30.3pp |
| Annual return | -4.34% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,017 | $5,506-27.0% | $4,672-14.0% | $5,609-28.4% |
| Admin fee / account holder | $52,562 | $11,457+358.8% | $8,547+515.0% | $10,827+385.5% |