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 | $90,097 | $97,757-7.8% | $83,848+7.5% | $135,375-33.4% |
| Participation rate | 65.0% | 80.0%-15.0pp | 76.1%-11.1pp | 82.6%-17.6pp |
| Annual return | -6.79% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,874 | $4,222-55.6% | $3,631-48.4% | $4,779-60.8% |
| Participant deferral / active EE | $2,192 | $4,682-53.2% | $4,082-46.3% | $5,609-60.9% |
| Admin fee / account holder | $12,240 | $6,674+83.4% | $5,478+123.4% | $10,827+13.0% |