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 | $125,370 | $92,703+35.2% | $82,719+51.6% | $134,475-6.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -11.57% | 944.92%-956.5pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $7,614 | $3,274+132.6% | $3,009+153.0% | $4,740+60.6% |
| Participant deferral / active EE | $8,000 | $4,802+66.6% | $4,395+82.0% | $6,400+25.0% |
| Admin fee / account holder | $18,776 | $5,983+213.8% | $5,329+252.3% | $11,426+64.3% |