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 | $111,024 | $135,635-18.1% | $110,238+0.7% | $135,375-18.0% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.8%-18.3pp | 82.6%-21.1pp |
| Annual return | -5.87% | 513.19%-519.1pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,304 | $4,906-73.4% | $3,826-65.9% | $4,779-72.7% |
| Participant deferral / active EE | $5,105 | $5,506-7.3% | $4,672+9.3% | $5,609-9.0% |
| Admin fee / account holder | $1,538 | $11,457-86.6% | $8,547-82.0% | $10,827-85.8% |