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 | $109,371 | $97,757+11.9% | $83,848+30.4% | $135,375-19.2% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | -5.67% | 1287.37%-1293.0pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,036 | $4,222-75.4% | $3,631-71.5% | $4,779-78.3% |
| Participant deferral / active EE | $4,140 | $4,682-11.6% | $4,082+1.4% | $5,609-26.2% |
| Admin fee / account holder | $1,898 | $6,674-71.6% | $5,478-65.3% | $10,827-82.5% |