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 | $129,300 | $118,450+9.2% | $98,439+31.3% | $139,434-7.3% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 21.84% | 18.94%+2.9pp | 21.16%+0.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,591 | $3,609-28.2% | $3,048-15.0% | $4,751-45.5% |
| Participant deferral / active EE | $7,498 | $5,392+39.1% | $4,738+58.3% | $6,710+11.7% |
| Admin fee / account holder | $21,887 | $14,026+56.0% | $8,948+144.6% | $11,403+91.9% |