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 | $56,723 | $131,829-57.0% | $108,579-47.8% | $273,961-79.3% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.6%-20.5pp | 83.0%-23.9pp |
| Annual return | 3.11% | -91.57%+94.7pp | -51.70%+54.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,419 | $4,912-71.1% | $3,758-62.3% | $4,869-70.9% |
| Participant deferral / active EE | $2,952 | $5,127-42.4% | $4,311-31.5% | $5,287-44.2% |
| Admin fee / account holder | $3,471 | $10,252-66.1% | $7,645-54.6% | $10,132-65.7% |