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 | $65,701 | $91,538-28.2% | $129,995-49.5% | $75,163-12.6% |
| Participation rate | 68.2% | 71.4%-3.3pp | 78.5%-10.3pp | 67.2%+1.0pp |
| Annual return | 14.35% | -631.11%+645.5pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $967 | $2,845-66.0% | $4,320-77.6% | $2,670-63.8% |
| Participant deferral / active EE | $4,359 | $4,341+0.4% | $5,820-25.1% | $4,125+5.7% |
| Admin fee / account holder | $12,526 | $6,790+84.5% | $10,614+18.0% | $5,651+121.7% |