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 | $53,116 | $131,829-59.7% | $108,579-51.1% | $273,961-80.6% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 20.68% | -91.57%+112.2pp | -51.70%+72.4pp | 41.45%-20.8pp |
| Employer contribution / active EE | $1,134 | $4,912-76.9% | $3,758-69.8% | $4,869-76.7% |
| Participant deferral / active EE | $5,362 | $5,127+4.6% | $4,311+24.4% | $5,287+1.4% |
| Admin fee / account holder | $6,641 | $10,252-35.2% | $7,645-13.1% | $10,132-34.5% |