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 | $48,452 | $131,829-63.2% | $108,579-55.4% | $273,961-82.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 5.41% | -91.57%+97.0pp | -51.70%+57.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,338 | $4,912-72.8% | $3,758-64.4% | $4,869-72.5% |
| Participant deferral / active EE | $5,057 | $5,127-1.4% | $4,311+17.3% | $5,287-4.4% |
| Admin fee / account holder | $6,341 | $10,252-38.2% | $7,645-17.1% | $10,132-37.4% |