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 | $108,872 | $131,829-17.4% | $108,579+0.3% | $273,961-60.3% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 9.77% | -91.57%+101.3pp | -51.70%+61.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,587 | $4,912-47.3% | $3,758-31.2% | $4,869-46.9% |
| Participant deferral / active EE | $5,591 | $5,127+9.1% | $4,311+29.7% | $5,287+5.8% |
| Admin fee / account holder | $2,425 | $10,252-76.3% | $7,645-68.3% | $10,132-76.1% |