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 | $46,759 | $131,829-64.5% | $108,579-56.9% | $273,961-82.9% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 3.83% | -91.57%+95.4pp | -51.70%+55.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,394 | $4,912-71.6% | $3,758-62.9% | $4,869-71.4% |
| Participant deferral / active EE | $2,239 | $5,127-56.3% | $4,311-48.1% | $5,287-57.7% |
| Admin fee / account holder | $2,102 | $10,252-79.5% | $7,645-72.5% | $10,132-79.3% |