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 | $120,946 | $106,543+13.5% | $91,220+32.6% | $134,475-10.1% |
| Participation rate | 63.6% | 76.8%-13.2pp | 73.2%-9.6pp | 81.2%-17.6pp |
| Annual return | -18.12% | 160.60%-178.7pp | 114.01%-132.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $997 | $3,331-70.1% | $2,850-65.0% | $4,740-79.0% |
| Participant deferral / active EE | $2,820 | $4,719-40.2% | $4,234-33.4% | $6,400-55.9% |
| Admin fee / account holder | $3,830 | $6,231-38.5% | $5,420-29.3% | $11,426-66.5% |