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 | $87,682 | $81,900+7.1% | $119,609-26.7% | $68,494+28.0% |
| Participation rate | 65.2% | 71.9%-6.7pp | 79.3%-14.1pp | 67.9%-2.7pp |
| Annual return | -18.13% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,421 | $2,693-10.1% | $4,232-42.8% | $2,596-6.8% |
| Participant deferral / active EE | $5,230 | $4,148+26.1% | $5,602-6.7% | $4,027+29.9% |
| Admin fee / account holder | $3,730 | $6,582-43.3% | $10,323-63.9% | $5,403-31.0% |