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 | $55,692 | $131,829-57.8% | $108,579-48.7% | $273,961-79.7% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 4.74% | -91.57%+96.3pp | -51.70%+56.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,219 | $5,127-37.2% | $4,311-25.3% | $5,287-39.1% |
| Admin fee / account holder | $1,160 | $10,252-88.7% | $7,645-84.8% | $10,132-88.6% |