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 | $93,669 | $131,829-28.9% | $108,579-13.7% | $273,961-65.8% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.6%-21.2pp | 83.0%-24.7pp |
| Annual return | 3.95% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $926 | $4,912-81.1% | $3,758-75.4% | $4,869-81.0% |
| Participant deferral / active EE | $2,176 | $5,127-57.6% | $4,311-49.5% | $5,287-58.8% |
| Admin fee / account holder | $22,359 | $10,252+118.1% | $7,645+192.5% | $10,132+120.7% |