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 | $60,843 | $81,900-25.7% | $119,609-49.1% | $68,494-11.2% |
| Participation rate | 38.0% | 71.9%-33.9pp | 79.3%-41.3pp | 67.9%-29.9pp |
| Annual return | -15.73% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,145 | $2,693-57.5% | $4,232-72.9% | $2,596-55.9% |
| Participant deferral / active EE | $3,737 | $4,148-9.9% | $5,602-33.3% | $4,027-7.2% |
| Admin fee / account holder | $2,412 | $6,582-63.4% | $10,323-76.6% | $5,403-55.4% |