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 | $98,509 | $97,757+0.8% | $83,848+17.5% | $135,375-27.2% |
| Participation rate | 23.8% | 80.0%-56.1pp | 76.1%-52.3pp | 82.6%-58.8pp |
| Annual return | -8.97% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $732 | $4,222-82.7% | $3,631-79.8% | $4,779-84.7% |
| Participant deferral / active EE | $2,922 | $4,682-37.6% | $4,082-28.4% | $5,609-47.9% |
| Admin fee / account holder | $464 | $6,674-93.1% | $5,478-91.5% | $10,827-95.7% |