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 | $125,257 | $84,402+48.4% | $61,373+104.1% | $134,475-6.9% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -3.95% | 584.55%-588.5pp | 338.61%-342.6pp | 417.96%-421.9pp |
| Employer contribution / active EE | $1,426 | $1,544-7.7% | $1,159+23.0% | $4,740-69.9% |
| Participant deferral / active EE | $7,588 | $2,819+169.2% | $2,125+257.1% | $6,400+18.6% |
| Admin fee / account holder | $713,683 | $2,585+27506.6% | $2,130+33411.3% | $11,426+6146.2% |