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 | $124,195 | $115,882+7.2% | $100,516+23.6% | $158,922-21.9% |
| Participation rate | 57.1% | 81.6%-24.4pp | 79.4%-22.3pp | 82.0%-24.8pp |
| Annual return | 10.42% | 34.79%-24.4pp | 30.89%-20.5pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,746 | $4,103-57.4% | $3,418-48.9% | $4,761-63.3% |
| Participant deferral / active EE | $6,820 | $6,674+2.2% | $6,270+8.8% | $5,982+14.0% |
| Admin fee / account holder | $23,197 | $10,995+111.0% | $8,081+187.0% | $11,246+106.3% |