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 | $72,460 | $152,509-52.5% | $117,472-38.3% | $134,475-46.1% |
| Participation rate | 17.4% | 77.1%-59.7pp | 70.6%-53.2pp | 81.2%-63.8pp |
| Annual return | -4.44% | 52.99%-57.4pp | 29.74%-34.2pp | 417.96%-422.4pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,615 | $4,818-66.5% | $4,070-60.3% | $6,400-74.8% |
| Admin fee / account holder | $22,680 | $7,004+223.8% | $5,645+301.8% | $11,426+98.5% |