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 | $112,917 | $101,283+11.5% | $75,826+48.9% | $135,375-16.6% |
| Participation rate | 54.2% | 72.7%-18.6pp | 68.2%-14.1pp | 82.6%-28.5pp |
| Annual return | -4.79% | 3384.62%-3389.4pp | 1914.15%-1918.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $479 | $2,382-79.9% | $1,913-74.9% | $4,779-90.0% |
| Participant deferral / active EE | $6,839 | $3,469+97.2% | $2,862+138.9% | $5,609+21.9% |
| Admin fee / account holder | $2,577 | $6,539-60.6% | $4,726-45.5% | $10,827-76.2% |