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 | $12,908 | $85,790-85.0% | $67,313-80.8% | $135,375-90.5% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -6.00% | -0.54%-5.5pp | -4.08%-1.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,660 | $3,487-52.4% | $2,566-35.3% | $4,779-65.3% |
| Participant deferral / active EE | $2,453 | $4,651-47.3% | $3,568-31.3% | $5,609-56.3% |
| Admin fee / account holder | $6,738 | $6,392+5.4% | $4,507+49.5% | $10,827-37.8% |