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 | $92,476 | $97,757-5.4% | $83,848+10.3% | $135,375-31.7% |
| Participation rate | 64.7% | 80.0%-15.2pp | 76.1%-11.4pp | 82.6%-17.9pp |
| Annual return | -5.42% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,120 | $4,222-73.5% | $3,631-69.1% | $4,779-76.6% |
| Participant deferral / active EE | $6,318 | $4,682+34.9% | $4,082+54.8% | $5,609+12.6% |
| Admin fee / account holder | $40,084 | $6,674+500.6% | $5,478+631.7% | $10,827+270.2% |