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 | $163,172 | $138,044+18.2% | $125,339+30.2% | $134,475+21.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.00% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,862 | $5,243-7.3% | $4,814+1.0% | $4,740+2.6% |
| Participant deferral / active EE | $9,073 | $7,799+16.3% | $7,446+21.8% | $6,400+41.8% |
| Admin fee / account holder | $359 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |