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 | $66,516 | $91,538-27.3% | $129,995-48.8% | $75,163-11.5% |
| Participation rate | 55.4% | 71.4%-16.1pp | 78.5%-23.1pp | 67.2%-11.8pp |
| Annual return | 18.30% | -631.11%+649.4pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,344 | $2,845-52.8% | $4,320-68.9% | $2,670-49.7% |
| Participant deferral / active EE | $2,518 | $4,341-42.0% | $5,820-56.7% | $4,125-39.0% |
| Admin fee / account holder | $546 | $6,790-92.0% | $10,614-94.9% | $5,651-90.3% |