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 | $107,374 | $97,757+9.8% | $83,848+28.1% | $135,375-20.7% |
| Participation rate | 65.2% | 80.0%-14.7pp | 76.1%-10.9pp | 82.6%-17.4pp |
| Annual return | -3.98% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,807 | $4,222-33.5% | $3,631-22.7% | $4,779-41.3% |
| Participant deferral / active EE | $5,205 | $4,682+11.2% | $4,082+27.5% | $5,609-7.2% |
| Admin fee / account holder | $1,000 | $6,674-85.0% | $5,478-81.7% | $10,827-90.8% |