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 | $112,359 | $131,829-14.8% | $108,579+3.5% | $273,961-59.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 6.89% | -91.57%+98.5pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,009 | $4,912-59.1% | $3,758-46.6% | $4,869-58.7% |
| Participant deferral / active EE | $4,711 | $5,127-8.1% | $4,311+9.3% | $5,287-10.9% |
| Admin fee / account holder | $13,203 | $10,252+28.8% | $7,645+72.7% | $10,132+30.3% |