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 | $64,279 | $73,004-12.0% | $90,749-29.2% | $68,494-6.2% |
| Participation rate | 61.8% | 70.8%-9.1pp | 75.7%-13.9pp | 67.9%-6.1pp |
| Annual return | -8.64% | -13.81%+5.2pp | -12.16%+3.5pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,151 | $2,193-47.5% | $2,921-60.6% | $2,596-55.7% |
| Participant deferral / active EE | $2,360 | $3,627-34.9% | $4,564-48.3% | $4,027-41.4% |
| Admin fee / account holder | $1,460 | $5,896-75.2% | $8,445-82.7% | $5,403-73.0% |