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 | $65,486 | $73,867-11.3% | $143,757-54.4% | $68,494-4.4% |
| Participation rate | 69.6% | 66.7%+2.9pp | 80.3%-10.7pp | 67.9%+1.7pp |
| Annual return | -16.65% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,007 | $3,184-68.4% | $4,951-79.7% | $2,596-61.2% |
| Participant deferral / active EE | $4,953 | $3,384+46.3% | $5,637-12.1% | $4,027+23.0% |
| Admin fee / account holder | $7,287 | $5,755+26.6% | $14,673-50.3% | $5,403+34.9% |