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 | $48,329 | $131,829-63.3% | $108,579-55.5% | $273,961-82.4% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.6%-20.5pp | 83.0%-23.9pp |
| Annual return | 9.50% | -91.57%+101.1pp | -51.70%+61.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,773 | $5,127-45.9% | $4,311-35.7% | $5,287-47.6% |
| Admin fee / account holder | $329 | $10,252-96.8% | $7,645-95.7% | $10,132-96.8% |