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 | $41,872 | $81,900-48.9% | $119,609-65.0% | $68,494-38.9% |
| Participation rate | 62.3% | 71.9%-9.6pp | 79.3%-16.9pp | 67.9%-5.6pp |
| Annual return | -18.58% | -23.82%+5.2pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,385 | $2,693-48.6% | $4,232-67.3% | $2,596-46.7% |
| Participant deferral / active EE | $1,898 | $4,148-54.2% | $5,602-66.1% | $4,027-52.9% |
| Admin fee / account holder | $3,053 | $6,582-53.6% | $10,323-70.4% | $5,403-43.5% |