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 | $84,355 | $91,538-7.8% | $129,995-35.1% | $75,163+12.2% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-16.9pp | 67.2%-5.7pp |
| Annual return | 26.82% | -631.11%+657.9pp | -137.18%+164.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $2,222 | $2,845-21.9% | $4,320-48.6% | $2,670-16.8% |
| Participant deferral / active EE | $3,640 | $4,341-16.1% | $5,820-37.5% | $4,125-11.8% |
| Admin fee / account holder | $327 | $6,790-95.2% | $10,614-96.9% | $5,651-94.2% |