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 | $37,080 | $131,829-71.9% | $108,579-65.8% | $273,961-86.5% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 6.91% | -91.57%+98.5pp | -51.70%+58.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,008 | $4,912-59.1% | $3,758-46.6% | $4,869-58.8% |
| Participant deferral / active EE | $5,977 | $5,127+16.6% | $4,311+38.7% | $5,287+13.0% |
| Admin fee / account holder | $17,122 | $10,252+67.0% | $7,645+124.0% | $10,132+69.0% |