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 | $27,430 | $131,829-79.2% | $108,579-74.7% | $273,961-90.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 9.85% | -91.57%+101.4pp | -51.70%+61.5pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,747 | $4,912-64.4% | $3,758-53.5% | $4,869-64.1% |
| Participant deferral / active EE | $8,000 | $5,127+56.0% | $4,311+85.6% | $5,287+51.3% |
| Admin fee / account holder | $404 | $10,252-96.1% | $7,645-94.7% | $10,132-96.0% |