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 | $62,363 | $131,829-52.7% | $108,579-42.6% | $273,961-77.2% |
| Participation rate | 52.2% | 83.5%-31.3pp | 79.6%-27.4pp | 83.0%-30.8pp |
| Annual return | 9.80% | -91.57%+101.4pp | -51.70%+61.5pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,432 | $4,912-50.5% | $3,758-35.3% | $4,869-50.1% |
| Participant deferral / active EE | $3,988 | $5,127-22.2% | $4,311-7.5% | $5,287-24.6% |
| Admin fee / account holder | $10,282 | $10,252+0.3% | $7,645+34.5% | $10,132+1.5% |