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 | $127,254 | $92,703+37.3% | $82,719+53.8% | $134,475-5.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.38% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,034 | $3,274-7.3% | $3,009+0.8% | $4,740-36.0% |
| Participant deferral / active EE | $7,194 | $4,802+49.8% | $4,395+63.7% | $6,400+12.4% |
| Admin fee / account holder | $1,335 | $5,983-77.7% | $5,329-74.9% | $11,426-88.3% |