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 | $71,880 | $87,705-18.0% | $63,517+13.2% | $125,391-42.7% |
| Participation rate | 59.1% | 77.0%-17.9pp | 71.0%-11.9pp | 83.2%-24.1pp |
| Annual return | -2.99% | 21.70%-24.7pp | -70.30%+67.3pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,576 | $3,601-28.5% | $2,322+10.9% | $4,866-47.1% |
| Participant deferral / active EE | $3,579 | $3,939-9.1% | $2,953+21.2% | $5,352-33.1% |
| Admin fee / account holder | $2,961 | $11,948-75.2% | $5,892-49.7% | $9,540-69.0% |