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 | $136,997 | $106,543+28.6% | $91,220+50.2% | $134,475+1.9% |
| Participation rate | 63.6% | 76.8%-13.2pp | 73.2%-9.6pp | 81.2%-17.6pp |
| Annual return | -12.50% | 160.60%-173.1pp | 114.01%-126.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $11,169 | $3,331+235.4% | $2,850+291.9% | $4,740+135.7% |
| Participant deferral / active EE | $7,025 | $4,719+48.9% | $4,234+65.9% | $6,400+9.8% |
| Admin fee / account holder | $357 | $6,231-94.3% | $5,420-93.4% | $11,426-96.9% |