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 9-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 | $137,480 | $138,044-0.4% | $125,339+9.7% | $134,475+2.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.51% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $5,127 | $5,243-2.2% | $4,814+6.5% | $4,740+8.2% |
| Participant deferral / active EE | $11,651 | $7,799+49.4% | $7,446+56.5% | $6,400+82.1% |
| Admin fee / account holder | $5,581 | $11,571-51.8% | $10,010-44.2% | $11,426-51.2% |