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 | $41,446 | $81,900-49.4% | $119,609-65.3% | $68,494-39.5% |
| Participation rate | 68.0% | 71.9%-3.9pp | 79.3%-11.3pp | 67.9%+0.1pp |
| Annual return | -15.10% | -23.82%+8.7pp | -14.97%-0.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,014 | $2,693+49.0% | $4,232-5.1% | $2,596+54.6% |
| Participant deferral / active EE | $6,280 | $4,148+51.4% | $5,602+12.1% | $4,027+55.9% |
| Admin fee / account holder | $1,695 | $6,582-74.3% | $10,323-83.6% | $5,403-68.6% |