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 4-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 | $137,458 | $180,449-23.8% | $154,107-10.8% | $135,375+1.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -7.27% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $6,000 | $6,035-0.6% | $5,298+13.3% | $4,779+25.6% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $1,111 | $16,143-93.1% | $13,411-91.7% | $10,827-89.7% |