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 | $164,048 | $138,044+18.8% | $125,339+30.9% | $134,475+22.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.94% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,298 | $5,243-18.0% | $4,814-10.7% | $4,740-9.3% |
| Participant deferral / active EE | $7,698 | $7,799-1.3% | $7,446+3.4% | $6,400+20.3% |
| Admin fee / account holder | $66,769 | $11,571+477.0% | $10,010+567.1% | $11,426+484.4% |