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 | $46,857 | $131,829-64.5% | $108,579-56.8% | $273,961-82.9% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 9.58% | -91.57%+101.1pp | -51.70%+61.3pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,343 | $4,912-52.3% | $3,758-37.6% | $4,869-51.9% |
| Participant deferral / active EE | $5,993 | $5,127+16.9% | $4,311+39.0% | $5,287+13.3% |
| Admin fee / account holder | $345 | $10,252-96.6% | $7,645-95.5% | $10,132-96.6% |