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 | $127,510 | $97,757+30.4% | $83,848+52.1% | $135,375-5.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -6.48% | 1287.37%-1293.8pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,790 | $4,222-57.6% | $3,631-50.7% | $4,779-62.5% |
| Participant deferral / active EE | $3,635 | $4,682-22.4% | $4,082-11.0% | $5,609-35.2% |
| Admin fee / account holder | $3,822 | $6,674-42.7% | $5,478-30.2% | $10,827-64.7% |