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 | $132,634+18.5% | $115,768+35.8% | $137,256+14.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 10.10% | 160.70%-150.6pp | 100.46%-90.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,060 | $3,360-8.9% | $2,940+4.1% | $4,156-26.4% |
| Participant deferral / active EE | $11,393 | $5,619+102.8% | $4,917+131.7% | $6,407+77.8% |
| Admin fee / account holder | $19,162 | $15,028+27.5% | $12,439+54.0% | $12,270+56.2% |