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 | $138,306 | $138,044+0.2% | $125,339+10.3% | $134,475+2.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -2.60% | 750.33%-752.9pp | 572.05%-574.7pp | 417.96%-420.6pp |
| Employer contribution / active EE | $2,375 | $5,243-54.7% | $4,814-50.7% | $4,740-49.9% |
| Participant deferral / active EE | $7,284 | $7,799-6.6% | $7,446-2.2% | $6,400+13.8% |
| Admin fee / account holder | $348,531 | $11,571+2912.0% | $10,010+3382.0% | $11,426+2950.4% |