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 | $27,672 | $46,674-40.7% | $117,472-76.4% | $68,494-59.6% |
| Participation rate | 65.5% | 56.8%+8.7pp | 70.6%-5.1pp | 67.9%-2.4pp |
| Annual return | -12.76% | -14.52%+1.8pp | 29.74%-42.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,993 | $1,505+32.5% | $4,176-52.3% | $2,596-23.2% |
| Participant deferral / active EE | $3,298 | $2,636+25.1% | $4,070-19.0% | $4,027-18.1% |
| Admin fee / account holder | $5,313 | $4,020+32.2% | $5,645-5.9% | $5,403-1.7% |