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 | $121,330 | $117,381+3.4% | $99,443+22.0% | $152,861-20.6% |
| Participation rate | 69.2% | 77.5%-8.3pp | 73.8%-4.6pp | 82.4%-13.2pp |
| Annual return | 19.10% | 31.87%-12.8pp | 30.72%-11.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,454 | $3,013-18.5% | $2,540-3.4% | $4,762-48.5% |
| Participant deferral / active EE | $7,360 | $4,086+80.1% | $3,619+103.4% | $5,850+25.8% |
| Admin fee / account holder | $1,617 | $7,631-78.8% | $6,250-74.1% | $11,596-86.1% |