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 8-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 | $126,663 | $190,805-33.6% | $159,960-20.8% | $134,475-5.8% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -17.35% | 552.23%-569.6pp | 408.60%-426.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $6,171 | $4,995+23.5% | $4,226+46.0% | $4,740+30.2% |
| Participant deferral / active EE | $13,279 | $6,923+91.8% | $6,182+114.8% | $6,400+107.5% |
| Admin fee / account holder | $421 | $10,471-96.0% | $8,698-95.2% | $11,426-96.3% |