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 | $99,908 | $95,971+4.1% | $74,550+34.0% | $135,375-26.2% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -3.69% | 56.96%-60.7pp | 32.53%-36.2pp | 519.73%-523.4pp |
| Employer contribution / active EE | $829 | $2,716-69.5% | $1,961-57.7% | $4,779-82.6% |
| Participant deferral / active EE | $1,265 | $3,843-67.1% | $3,108-59.3% | $5,609-77.4% |
| Admin fee / account holder | $7,722 | $6,522+18.4% | $5,060+52.6% | $10,827-28.7% |