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 | $84,606 | $131,829-35.8% | $108,579-22.1% | $273,961-69.1% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.6%-25.4pp | 83.0%-28.8pp |
| Annual return | 9.17% | -91.57%+100.7pp | -51.70%+60.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,797 | $4,912-63.4% | $3,758-52.2% | $4,869-63.1% |
| Participant deferral / active EE | $1,955 | $5,127-61.9% | $4,311-54.7% | $5,287-63.0% |
| Admin fee / account holder | $3,194 | $10,252-68.8% | $7,645-58.2% | $10,132-68.5% |