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 | $36,305 | $131,829-72.5% | $108,579-66.6% | $273,961-86.7% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 4.95% | -91.57%+96.5pp | -51.70%+56.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $4,510 | $4,912-8.2% | $3,758+20.0% | $4,869-7.4% |
| Participant deferral / active EE | $6,080 | $5,127+18.6% | $4,311+41.0% | $5,287+15.0% |
| Admin fee / account holder | $32,222 | $10,252+214.3% | $7,645+321.5% | $10,132+218.0% |