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 | $95,358 | $104,106-8.4% | $71,086+34.1% | $135,375-29.6% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.7%-11.8pp | 82.6%-39.8pp |
| Annual return | -4.75% | 1256.30%-1261.0pp | 650.59%-655.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,097 | $1,485-26.1% | $1,088+0.8% | $4,779-77.1% |
| Participant deferral / active EE | $2,935 | $2,527+16.2% | $1,874+56.6% | $5,609-47.7% |
| Admin fee / account holder | $6,681 | $4,142+61.3% | $3,082+116.7% | $10,827-38.3% |