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 | $120,588 | $92,703+30.1% | $82,719+45.8% | $134,475-10.3% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -17.81% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,742 | $3,274+44.9% | $3,009+57.6% | $4,740+0.1% |
| Participant deferral / active EE | $8,974 | $4,802+86.9% | $4,395+104.2% | $6,400+40.2% |
| Admin fee / account holder | $59,994 | $5,983+902.8% | $5,329+1025.8% | $11,426+425.1% |