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 | $28,239 | $42,894-34.2% | $60,874-53.6% | $68,494-58.8% |
| Participation rate | 62.7% | 66.8%-4.1pp | 73.1%-10.4pp | 67.9%-5.2pp |
| Annual return | -8.32% | -13.98%+5.7pp | 16.90%-25.2pp | -7.84%-0.5pp |
| Employer contribution / active EE | $1,367 | $1,978-30.9% | $2,701-49.4% | $2,596-47.3% |
| Participant deferral / active EE | $1,762 | $2,867-38.5% | $3,817-53.8% | $4,027-56.2% |
| Admin fee / account holder | $717 | $3,101-76.9% | $3,224-77.8% | $5,403-86.7% |