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 | $42,798 | $72,404-40.9% | $110,238-61.2% | $64,186-33.3% |
| Participation rate | 67.4% | 73.3%-5.9pp | 79.8%-12.4pp | 69.6%-2.1pp |
| Annual return | -3.98% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,095 | $2,282-52.0% | $3,826-71.4% | $2,381-54.0% |
| Participant deferral / active EE | $3,816 | $3,469+10.0% | $4,672-18.3% | $3,470+10.0% |
| Admin fee / account holder | $7,431 | $5,664+31.2% | $8,547-13.1% | $4,888+52.0% |