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 | $168,794 | $152,587+10.6% | $125,175+34.8% | $152,861+10.4% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 19.06% | 54.84%-35.8pp | 43.79%-24.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,149 | $4,946-36.3% | $3,865-18.5% | $4,762-33.9% |
| Participant deferral / active EE | $8,622 | $5,868+46.9% | $4,937+74.6% | $5,850+47.4% |
| Admin fee / account holder | $53,184 | $13,434+295.9% | $9,702+448.2% | $11,596+358.6% |