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 | $88,554 | $97,757-9.4% | $83,848+5.6% | $135,375-34.6% |
| Participation rate | 59.1% | 80.0%-20.9pp | 76.1%-17.1pp | 82.6%-23.5pp |
| Annual return | -4.71% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,308 | $4,222-69.0% | $3,631-64.0% | $4,779-72.6% |
| Participant deferral / active EE | $1,310 | $4,682-72.0% | $4,082-67.9% | $5,609-76.6% |
| Admin fee / account holder | $886 | $6,674-86.7% | $5,478-83.8% | $10,827-91.8% |