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 | $111,141 | $106,543+4.3% | $91,220+21.8% | $134,475-17.4% |
| Participation rate | 42.9% | 76.8%-34.0pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -18.48% | 160.60%-179.1pp | 114.01%-132.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,610 | $3,331-51.7% | $2,850-43.5% | $4,740-66.0% |
| Participant deferral / active EE | $3,066 | $4,719-35.0% | $4,234-27.6% | $6,400-52.1% |
| Admin fee / account holder | $713 | $6,231-88.6% | $5,420-86.8% | $11,426-93.8% |