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 | $77,637 | $81,900-5.2% | $119,609-35.1% | $68,494+13.3% |
| Participation rate | 69.5% | 71.9%-2.4pp | 79.3%-9.8pp | 67.9%+1.6pp |
| Annual return | -17.88% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,875 | $2,693+43.9% | $4,232-8.4% | $2,596+49.3% |
| Participant deferral / active EE | $8,895 | $4,148+114.5% | $5,602+58.8% | $4,027+120.9% |
| Admin fee / account holder | $2,263 | $6,582-65.6% | $10,323-78.1% | $5,403-58.1% |