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 | $131,549 | $99,652+32.0% | $78,778+67.0% | $147,584-10.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 9.79% | 47.28%-37.5pp | 35.62%-25.8pp | 578.55%-568.8pp |
| Employer contribution / active EE | $5,741 | $2,796+105.4% | $1,986+189.1% | $4,876+17.7% |
| Participant deferral / active EE | $5,250 | $3,664+43.3% | $2,958+77.5% | $5,439-3.5% |
| Admin fee / account holder | $205,025 | $7,155+2765.4% | $5,134+3893.6% | $10,885+1783.5% |