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 | $172,844 | $152,587+13.3% | $125,175+38.1% | $152,861+13.1% |
| Participation rate | 11.1% | 83.3%-72.2pp | 79.8%-68.7pp | 82.4%-71.3pp |
| Annual return | 17.97% | 54.84%-36.9pp | 43.79%-25.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $5,248 | $4,946+6.1% | $3,865+35.8% | $4,762+10.2% |
| Participant deferral / active EE | $6,717 | $5,868+14.5% | $4,937+36.1% | $5,850+14.8% |
| Admin fee / account holder | $58,973 | $13,434+339.0% | $9,702+507.8% | $11,596+408.5% |