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 | $45,765 | $81,900-44.1% | $119,609-61.7% | $68,494-33.2% |
| Participation rate | 51.9% | 71.9%-20.0pp | 79.3%-27.4pp | 67.9%-16.0pp |
| Annual return | -6.27% | -23.82%+17.6pp | -14.97%+8.7pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,411 | $2,693-47.6% | $4,232-66.6% | $2,596-45.6% |
| Participant deferral / active EE | $6,921 | $4,148+66.9% | $5,602+23.6% | $4,027+71.9% |
| Admin fee / account holder | $7,441 | $6,582+13.1% | $10,323-27.9% | $5,403+37.7% |