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 | $108,779 | $90,600+20.1% | $79,464+36.9% | $135,375-19.6% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | -9.03% | 977.43%-986.5pp | 718.14%-727.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,209 | $3,068-28.0% | $2,800-21.1% | $4,779-53.8% |
| Participant deferral / active EE | $7,036 | $4,050+73.7% | $3,704+90.0% | $5,609+25.4% |
| Admin fee / account holder | $1,699 | $5,907-71.2% | $5,113-66.8% | $10,827-84.3% |