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 | $65,610 | $131,829-50.2% | $108,579-39.6% | $273,961-76.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 5.32% | -91.57%+96.9pp | -51.70%+57.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,177 | $4,912-55.7% | $3,758-42.1% | $4,869-55.3% |
| Participant deferral / active EE | $3,093 | $5,127-39.7% | $4,311-28.2% | $5,287-41.5% |
| Admin fee / account holder | $687 | $10,252-93.3% | $7,645-91.0% | $10,132-93.2% |