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 | $101,412 | $97,757+3.7% | $83,848+20.9% | $135,375-25.1% |
| Participation rate | 63.2% | 80.0%-16.8pp | 76.1%-13.0pp | 82.6%-19.5pp |
| Annual return | -7.05% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,628 | $4,222-61.4% | $3,631-55.2% | $4,779-65.9% |
| Participant deferral / active EE | $6,231 | $4,682+33.1% | $4,082+52.7% | $5,609+11.1% |
| Admin fee / account holder | $2,740 | $6,674-58.9% | $5,478-50.0% | $10,827-74.7% |