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 | $24,895 | $54,350-54.2% | $82,719-69.9% | $68,494-63.7% |
| Participation rate | 68.0% | 63.9%+4.1pp | 72.6%-4.6pp | 67.9%+0.1pp |
| Annual return | -6.94% | -13.67%+6.7pp | 701.18%-708.1pp | -7.84%+0.9pp |
| Employer contribution / active EE | $2,998 | $2,218+35.2% | $3,009-0.4% | $2,596+15.5% |
| Participant deferral / active EE | $7,503 | $3,246+131.2% | $4,395+70.7% | $4,027+86.3% |
| Admin fee / account holder | $5,388 | $4,395+22.6% | $5,329+1.1% | $5,403-0.3% |