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 | $52,448 | $42,894+22.3% | $60,874-13.8% | $68,494-23.4% |
| Participation rate | 62.2% | 66.8%-4.6pp | 73.1%-10.9pp | 67.9%-5.7pp |
| Annual return | -15.48% | -13.98%-1.5pp | 16.90%-32.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,168 | $1,978-40.9% | $2,701-56.8% | $2,596-55.0% |
| Participant deferral / active EE | $3,634 | $2,867+26.8% | $3,817-4.8% | $4,027-9.8% |
| Admin fee / account holder | $391 | $3,101-87.4% | $3,224-87.9% | $5,403-92.8% |