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 | $33,007 | $64,707-49.0% | $112,228-70.6% | $68,494-51.8% |
| Participation rate | 67.3% | 67.2%+0.2pp | 75.1%-7.7pp | 67.9%-0.5pp |
| Annual return | -13.92% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,107 | $2,746+13.1% | $3,635-14.5% | $2,596+19.7% |
| Participant deferral / active EE | $1,771 | $3,565-50.3% | $4,728-62.5% | $4,027-56.0% |
| Admin fee / account holder | $9,159 | $5,232+75.1% | $6,410+42.9% | $5,403+69.5% |