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 | $102,203 | $190,805-46.4% | $159,960-36.1% | $134,475-24.0% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -19.17% | 552.23%-571.4pp | 408.60%-427.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,440 | $4,995-31.1% | $4,226-18.6% | $4,740-27.4% |
| Participant deferral / active EE | $8,782 | $6,923+26.9% | $6,182+42.1% | $6,400+37.2% |
| Admin fee / account holder | $104,497 | $10,471+897.9% | $8,698+1101.4% | $11,426+814.6% |