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 | $109,817 | $106,543+3.1% | $91,220+20.4% | $134,475-18.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -17.42% | 160.60%-178.0pp | 114.01%-131.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $903 | $3,331-72.9% | $2,850-68.3% | $4,740-80.9% |
| Participant deferral / active EE | $3,338 | $4,719-29.3% | $4,234-21.1% | $6,400-47.8% |
| Admin fee / account holder | $5,195 | $6,231-16.6% | $5,420-4.2% | $11,426-54.5% |