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 | $56,102 | $131,829-57.4% | $108,579-48.3% | $273,961-79.5% |
| Participation rate | 68.2% | 83.5%-15.3pp | 79.6%-11.4pp | 83.0%-14.8pp |
| Annual return | 3.59% | -91.57%+95.2pp | -51.70%+55.3pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,186 | $4,912-75.9% | $3,758-68.4% | $4,869-75.6% |
| Participant deferral / active EE | $2,451 | $5,127-52.2% | $4,311-43.2% | $5,287-53.6% |
| Admin fee / account holder | $20,209 | $10,252+97.1% | $7,645+164.3% | $10,132+99.5% |