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 | $93,229 | $97,757-4.6% | $83,848+11.2% | $135,375-31.1% |
| Participation rate | 63.2% | 80.0%-16.8pp | 76.1%-13.0pp | 82.6%-19.5pp |
| Annual return | -6.60% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,249 | $4,222-70.4% | $3,631-65.6% | $4,779-73.9% |
| Participant deferral / active EE | $1,562 | $4,682-66.6% | $4,082-61.7% | $5,609-72.2% |
| Admin fee / account holder | $1,679 | $6,674-74.8% | $5,478-69.4% | $10,827-84.5% |