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 | $60,201 | $44,850+34.2% | $60,547-0.6% | $59,632+1.0% |
| Participation rate | 69.0% | 59.5%+9.5pp | 68.0%+1.1pp | 68.7%+0.3pp |
| Annual return | -0.39% | 1074.14%-1074.5pp | 335.64%-336.0pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $295 | $1,462-79.8% | $2,419-87.8% | $2,203-86.6% |
| Participant deferral / active EE | $3,503 | $2,230+57.1% | $3,328+5.3% | $3,192+9.7% |
| Admin fee / account holder | $4,078 | $3,635+12.2% | $4,536-10.1% | $4,297-5.1% |