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 | $127,429 | $102,966+23.8% | $90,281+41.1% | $152,861-16.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 19.22% | 95.16%-75.9pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $5,977 | $3,139+90.4% | $2,854+109.4% | $4,762+25.5% |
| Participant deferral / active EE | $16,692 | $4,281+289.9% | $3,885+329.6% | $5,850+185.3% |
| Admin fee / account holder | $88,045 | $6,171+1326.8% | $5,351+1545.3% | $11,596+659.2% |