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 | $72,541 | $90,600-19.9% | $79,464-8.7% | $135,375-46.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -4.99% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,023 | $3,068-1.5% | $2,800+8.0% | $4,779-36.7% |
| Participant deferral / active EE | $5,976 | $4,050+47.5% | $3,704+61.3% | $5,609+6.5% |
| Admin fee / account holder | $31,855 | $5,907+439.3% | $5,113+523.0% | $10,827+194.2% |