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 6-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 | $99,723 | $97,757+2.0% | $83,848+18.9% | $135,375-26.3% |
| Participation rate | 13.0% | 80.0%-66.9pp | 76.1%-63.1pp | 82.6%-69.6pp |
| Annual return | -5.85% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,609 | $4,682-65.6% | $4,082-60.6% | $5,609-71.3% |
| Admin fee / account holder | $1,125 | $6,674-83.1% | $5,478-79.5% | $10,827-89.6% |