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 | $117,230 | $102,966+13.9% | $90,281+29.8% | $152,861-23.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 24.46% | 95.16%-70.7pp | 78.10%-53.6pp | 345.32%-320.9pp |
| Employer contribution / active EE | $7,278 | $3,139+131.9% | $2,854+155.0% | $4,762+52.8% |
| Participant deferral / active EE | $10,867 | $4,281+153.8% | $3,885+179.7% | $5,850+85.8% |
| Admin fee / account holder | $1,757 | $6,171-71.5% | $5,351-67.2% | $11,596-84.9% |