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 | $142,234 | $138,044+3.0% | $125,339+13.5% | $134,475+5.8% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -11.69% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,350 | $5,243-74.2% | $4,814-71.9% | $4,740-71.5% |
| Participant deferral / active EE | $3,490 | $7,799-55.3% | $7,446-53.1% | $6,400-45.5% |
| Admin fee / account holder | $95,655 | $11,571+726.7% | $10,010+855.6% | $11,426+737.2% |