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 | $28,291 | $81,900-65.5% | $119,609-76.3% | $68,494-58.7% |
| Participation rate | 64.4% | 71.9%-7.4pp | 79.3%-14.8pp | 67.9%-3.4pp |
| Annual return | -18.33% | -23.82%+5.5pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,180 | $2,693-19.1% | $4,232-48.5% | $2,596-16.0% |
| Participant deferral / active EE | $4,441 | $4,148+7.1% | $5,602-20.7% | $4,027+10.3% |
| Admin fee / account holder | $4,234 | $6,582-35.7% | $10,323-59.0% | $5,403-21.6% |