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 | $75,714 | $131,829-42.6% | $108,579-30.3% | $273,961-72.4% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 16.90% | -91.57%+108.5pp | -51.70%+68.6pp | 41.45%-24.6pp |
| Employer contribution / active EE | $1,965 | $4,912-60.0% | $3,758-47.7% | $4,869-59.6% |
| Participant deferral / active EE | $3,533 | $5,127-31.1% | $4,311-18.1% | $5,287-33.2% |
| Admin fee / account holder | $6,470 | $10,252-36.9% | $7,645-15.4% | $10,132-36.1% |