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 | $76,642 | $131,829-41.9% | $108,579-29.4% | $273,961-72.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 10.17% | -91.57%+101.7pp | -51.70%+61.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,538 | $4,912-68.7% | $3,758-59.1% | $4,869-68.4% |
| Participant deferral / active EE | $1,625 | $5,127-68.3% | $4,311-62.3% | $5,287-69.3% |
| Admin fee / account holder | $16,757 | $10,252+63.5% | $7,645+119.2% | $10,132+65.4% |