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 | $136,016 | $138,065-1.5% | $123,544+10.1% | $135,375+0.5% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -7.63% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $5,376 | $5,151+4.4% | $4,628+16.2% | $4,779+12.5% |
| Participant deferral / active EE | $12,626 | $6,799+85.7% | $6,426+96.5% | $5,609+125.1% |
| Admin fee / account holder | $7,604 | $10,916-30.3% | $9,284-18.1% | $10,827-29.8% |