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 | $44,587 | $131,829-66.2% | $108,579-58.9% | $273,961-83.7% |
| Participation rate | 46.7% | 83.5%-36.8pp | 79.6%-32.9pp | 83.0%-36.3pp |
| Annual return | 10.73% | -91.57%+102.3pp | -51.70%+62.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,056 | $4,912-78.5% | $3,758-71.9% | $4,869-78.3% |
| Participant deferral / active EE | $2,862 | $5,127-44.2% | $4,311-33.6% | $5,287-45.9% |
| Admin fee / account holder | $11,601 | $10,252+13.2% | $7,645+51.7% | $10,132+14.5% |