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 | $100,966 | $81,900+23.3% | $119,609-15.6% | $68,494+47.4% |
| Participation rate | 59.3% | 71.9%-12.6pp | 79.3%-20.0pp | 67.9%-8.6pp |
| Annual return | -18.24% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,145 | $2,693-57.5% | $4,232-72.9% | $2,596-55.9% |
| Participant deferral / active EE | $6,044 | $4,148+45.7% | $5,602+7.9% | $4,027+50.1% |
| Admin fee / account holder | $805 | $6,582-87.8% | $10,323-92.2% | $5,403-85.1% |