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 | $102,795 | $88,594+16.0% | $70,092+46.7% | $134,475-23.6% |
| Participation rate | 29.2% | 74.9%-45.8pp | 70.5%-41.3pp | 81.2%-52.1pp |
| Annual return | -13.94% | 442.67%-456.6pp | 190.73%-204.7pp | 417.96%-431.9pp |
| Employer contribution / active EE | $693 | $3,233-78.6% | $2,559-72.9% | $4,740-85.4% |
| Participant deferral / active EE | $1,303 | $4,772-72.7% | $3,849-66.1% | $6,400-79.6% |
| Admin fee / account holder | $3,037 | $10,441-70.9% | $6,267-51.5% | $11,426-73.4% |