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 | $31,378 | $131,829-76.2% | $108,579-71.1% | $273,961-88.5% |
| Participation rate | 46.7% | 83.5%-36.8pp | 79.6%-32.9pp | 83.0%-36.3pp |
| Annual return | 2.93% | -91.57%+94.5pp | -51.70%+54.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,471 | $4,912-70.1% | $3,758-60.9% | $4,869-69.8% |
| Participant deferral / active EE | $3,204 | $5,127-37.5% | $4,311-25.7% | $5,287-39.4% |
| Admin fee / account holder | $8,880 | $10,252-13.4% | $7,645+16.2% | $10,132-12.4% |