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 | $157,162 | $133,922+17.4% | $116,228+35.2% | $142,382+10.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 10.10% | 147.76%-137.7pp | 90.06%-80.0pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,060 | $3,446-11.2% | $2,994+2.2% | $4,299-28.8% |
| Participant deferral / active EE | $11,393 | $5,672+100.9% | $4,953+130.0% | $6,507+75.1% |
| Admin fee / account holder | $19,162 | $14,945+28.2% | $11,989+59.8% | $12,624+51.8% |