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 | $143,153 | $160,055-10.6% | $140,016+2.2% | $135,375+5.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -6.72% | 911.38%-918.1pp | 651.12%-657.8pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,007 | $6,420-37.6% | $5,606-28.5% | $4,779-16.2% |
| Participant deferral / active EE | $8,790 | $7,642+15.0% | $6,927+26.9% | $5,609+56.7% |
| Admin fee / account holder | $5,634 | $13,328-57.7% | $10,705-47.4% | $10,827-48.0% |