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 5-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 | $107,093 | $138,044-22.4% | $125,339-14.6% | $134,475-20.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.91% | 750.33%-760.2pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,195 | $5,243-77.2% | $4,814-75.2% | $4,740-74.8% |
| Participant deferral / active EE | $8,078 | $7,799+3.6% | $7,446+8.5% | $6,400+26.2% |
| Admin fee / account holder | $5,948 | $11,571-48.6% | $10,010-40.6% | $11,426-47.9% |