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 | $65,396 | $131,829-50.4% | $108,579-39.8% | $273,961-76.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 7.51% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,877 | $4,912-61.8% | $3,758-50.0% | $4,869-61.4% |
| Participant deferral / active EE | $6,693 | $5,127+30.5% | $4,311+55.3% | $5,287+26.6% |
| Admin fee / account holder | $4,096 | $10,252-60.0% | $7,645-46.4% | $10,132-59.6% |