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 | $243,375 | $160,055+52.1% | $140,016+73.8% | $135,375+79.8% |
| Participation rate | 46.2% | 88.5%-42.4pp | 87.5%-41.3pp | 82.6%-36.5pp |
| Annual return | -6.22% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,432 | $6,420-46.5% | $5,606-38.8% | $4,779-28.2% |
| Participant deferral / active EE | $9,910 | $7,642+29.7% | $6,927+43.1% | $5,609+76.7% |
| Admin fee / account holder | $38,108 | $13,328+185.9% | $10,705+256.0% | $10,827+252.0% |