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 | $55,114 | $131,829-58.2% | $108,579-49.2% | $273,961-79.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 3.80% | -91.57%+95.4pp | -51.70%+55.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $2,306 | $4,912-53.1% | $3,758-38.6% | $4,869-52.6% |
| Participant deferral / active EE | $10,488 | $5,127+104.6% | $4,311+143.3% | $5,287+98.4% |
| Admin fee / account holder | $4,911 | $10,252-52.1% | $7,645-35.8% | $10,132-51.5% |