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 | $25,794 | $49,280-47.7% | $67,313-61.7% | $64,186-59.8% |
| Participation rate | 69.8% | 60.8%+9.0pp | 69.1%+0.7pp | 69.6%+0.2pp |
| Annual return | -7.49% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,822 | $1,668+9.2% | $2,566-29.0% | $2,381-23.5% |
| Participant deferral / active EE | $3,009 | $2,484+21.1% | $3,568-15.7% | $3,470-13.3% |
| Admin fee / account holder | $1,848 | $3,863-52.2% | $4,507-59.0% | $4,888-62.2% |