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 | $81,171 | $90,600-10.4% | $79,464+2.1% | $135,375-40.0% |
| Participation rate | 36.8% | 76.0%-39.2pp | 73.3%-36.5pp | 82.6%-45.8pp |
| Annual return | -5.33% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,151 | $4,050-22.2% | $3,704-14.9% | $5,609-43.8% |
| Admin fee / account holder | $14,671 | $5,907+148.4% | $5,113+186.9% | $10,827+35.5% |