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 | $38,303 | $91,538-58.2% | $129,995-70.5% | $75,163-49.0% |
| Participation rate | 48.7% | 71.4%-22.7pp | 78.5%-29.8pp | 67.2%-18.5pp |
| Annual return | 20.88% | -631.11%+652.0pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,816 | $2,845-1.0% | $4,320-34.8% | $2,670+5.5% |
| Participant deferral / active EE | $4,412 | $4,341+1.6% | $5,820-24.2% | $4,125+6.9% |
| Admin fee / account holder | $933 | $6,790-86.3% | $10,614-91.2% | $5,651-83.5% |