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 | $51,601 | $131,829-60.9% | $108,579-52.5% | $273,961-81.2% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 6.21% | -91.57%+97.8pp | -51.70%+57.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $916 | $4,912-81.4% | $3,758-75.6% | $4,869-81.2% |
| Participant deferral / active EE | $2,095 | $5,127-59.1% | $4,311-51.4% | $5,287-60.4% |
| Admin fee / account holder | $16,841 | $10,252+64.3% | $7,645+120.3% | $10,132+66.2% |