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 | $131,256 | $138,065-4.9% | $123,544+6.2% | $135,375-3.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.09% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $14,531 | $5,151+182.1% | $4,628+214.0% | $4,779+204.1% |
| Participant deferral / active EE | $6,315 | $6,799-7.1% | $6,426-1.7% | $5,609+12.6% |
| Admin fee / account holder | $4,500 | $10,916-58.8% | $9,284-51.5% | $10,827-58.4% |