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 | $112,113 | $131,829-15.0% | $108,579+3.3% | $273,961-59.1% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 6.48% | -91.57%+98.0pp | -51.70%+58.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,957 | $4,912-60.2% | $3,758-47.9% | $4,869-59.8% |
| Participant deferral / active EE | $5,160 | $5,127+0.6% | $4,311+19.7% | $5,287-2.4% |
| Admin fee / account holder | $614 | $10,252-94.0% | $7,645-92.0% | $10,132-93.9% |