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 | $53,779 | $97,757-45.0% | $83,848-35.9% | $135,375-60.3% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -9.05% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,178 | $4,222-48.4% | $3,631-40.0% | $4,779-54.4% |
| Participant deferral / active EE | $5,144 | $4,682+9.9% | $4,082+26.0% | $5,609-8.3% |
| Admin fee / account holder | $1,281 | $6,674-80.8% | $5,478-76.6% | $10,827-88.2% |