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 | $59,426 | $81,900-27.4% | $119,609-50.3% | $68,494-13.2% |
| Participation rate | 63.0% | 71.9%-8.9pp | 79.3%-16.3pp | 67.9%-4.9pp |
| Annual return | -17.31% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,488 | $2,693-44.7% | $4,232-64.8% | $2,596-42.7% |
| Participant deferral / active EE | $3,041 | $4,148-26.7% | $5,602-45.7% | $4,027-24.5% |
| Admin fee / account holder | $6,659 | $6,582+1.2% | $10,323-35.5% | $5,403+23.3% |