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 | $223,377 | $160,055+39.6% | $140,016+59.5% | $135,375+65.0% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -9.15% | 911.38%-920.5pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $14,600 | $6,420+127.4% | $5,606+160.4% | $4,779+205.5% |
| Participant deferral / active EE | $9,800 | $7,642+28.2% | $6,927+41.5% | $5,609+74.7% |
| Admin fee / account holder | $1,089 | $13,328-91.8% | $10,705-89.8% | $10,827-89.9% |