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 | $121,887 | $133,958-9.0% | $112,228+8.6% | $134,475-9.4% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -9.49% | 47.11%-56.6pp | 27.45%-36.9pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,113 | $4,038-22.9% | $3,635-14.4% | $4,740-34.3% |
| Participant deferral / active EE | $1,557 | $5,291-70.6% | $4,728-67.1% | $6,400-75.7% |
| Admin fee / account holder | $2,929 | $7,489-60.9% | $6,410-54.3% | $11,426-74.4% |