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 9-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 | $134,097 | $138,044-2.9% | $125,339+7.0% | $134,475-0.3% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -14.28% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,358 | $5,243-74.1% | $4,814-71.8% | $4,740-71.3% |
| Participant deferral / active EE | $3,629 | $7,799-53.5% | $7,446-51.3% | $6,400-43.3% |
| Admin fee / account holder | $487 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |