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 | $74,378 | $131,829-43.6% | $108,579-31.5% | $273,961-72.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 4.62% | -91.57%+96.2pp | -51.70%+56.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $927 | $4,912-81.1% | $3,758-75.3% | $4,869-81.0% |
| Participant deferral / active EE | $7,438 | $5,127+45.1% | $4,311+72.5% | $5,287+40.7% |
| Admin fee / account holder | $1,488 | $10,252-85.5% | $7,645-80.5% | $10,132-85.3% |