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 | $148,057 | $138,044+7.3% | $125,339+18.1% | $134,475+10.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -8.41% | 750.33%-758.7pp | 572.05%-580.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $6,319 | $5,243+20.5% | $4,814+31.3% | $4,740+33.3% |
| Participant deferral / active EE | $15,519 | $7,799+99.0% | $7,446+108.4% | $6,400+142.5% |
| Admin fee / account holder | $109,377 | $11,571+845.2% | $10,010+992.7% | $11,426+857.3% |