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 | $36,095 | $53,162-32.1% | $91,220-60.4% | $68,494-47.3% |
| Participation rate | 67.2% | 63.2%+4.0pp | 73.2%-6.0pp | 67.9%-0.7pp |
| Annual return | -12.21% | -3.14%-9.1pp | 114.01%-126.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,755 | $1,709+2.7% | $2,850-38.4% | $2,596-32.4% |
| Participant deferral / active EE | $3,228 | $2,974+8.5% | $4,234-23.8% | $4,027-19.9% |
| Admin fee / account holder | $2,734 | $4,493-39.2% | $5,420-49.6% | $5,403-49.4% |