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 | $56,706 | $81,900-30.8% | $119,609-52.6% | $68,494-17.2% |
| Participation rate | 54.7% | 71.9%-17.2pp | 79.3%-24.6pp | 67.9%-13.2pp |
| Annual return | -13.40% | -23.82%+10.4pp | -14.97%+1.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $876 | $2,693-67.5% | $4,232-79.3% | $2,596-66.3% |
| Participant deferral / active EE | $3,032 | $4,148-26.9% | $5,602-45.9% | $4,027-24.7% |
| Admin fee / account holder | $8,589 | $6,582+30.5% | $10,323-16.8% | $5,403+59.0% |