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 | $39,544 | $54,229-27.1% | $70,092-43.6% | $68,494-42.3% |
| Participation rate | 64.6% | 64.5%+0.1pp | 70.5%-5.9pp | 67.9%-3.3pp |
| Annual return | -11.43% | -13.87%+2.4pp | 190.73%-202.2pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,028 | $2,018-49.1% | $2,559-59.8% | $2,596-60.4% |
| Participant deferral / active EE | $2,779 | $2,956-6.0% | $3,849-27.8% | $4,027-31.0% |
| Admin fee / account holder | $848 | $4,694-81.9% | $6,267-86.5% | $5,403-84.3% |