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 | $228,412 | $160,055+42.7% | $140,016+63.1% | $135,375+68.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -4.18% | 911.38%-915.6pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,834 | $6,420-71.4% | $5,606-67.3% | $4,779-61.6% |
| Participant deferral / active EE | $10,978 | $7,642+43.7% | $6,927+58.5% | $5,609+95.7% |
| Admin fee / account holder | $74,942 | $13,328+462.3% | $10,705+600.0% | $10,827+592.2% |