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 | $67,076 | $131,829-49.1% | $108,579-38.2% | $273,961-75.5% |
| Participation rate | 65.0% | 83.5%-18.5pp | 79.6%-14.6pp | 83.0%-18.0pp |
| Annual return | 8.29% | -91.57%+99.9pp | -51.70%+60.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,815 | $4,912-63.0% | $3,758-51.7% | $4,869-62.7% |
| Participant deferral / active EE | $2,706 | $5,127-47.2% | $4,311-37.2% | $5,287-48.8% |
| Admin fee / account holder | $802 | $10,252-92.2% | $7,645-89.5% | $10,132-92.1% |