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 | $27,486 | $81,900-66.4% | $119,609-77.0% | $68,494-59.9% |
| Participation rate | 56.9% | 71.9%-15.0pp | 79.3%-22.3pp | 67.9%-11.0pp |
| Annual return | -16.95% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,188 | $2,693-55.9% | $4,232-71.9% | $2,596-54.3% |
| Participant deferral / active EE | $2,276 | $4,148-45.1% | $5,602-59.4% | $4,027-43.5% |
| Admin fee / account holder | $1,545 | $6,582-76.5% | $10,323-85.0% | $5,403-71.4% |