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 | $58,258 | $76,912-24.3% | $129,110-54.9% | $68,494-14.9% |
| Participation rate | 68.0% | 69.1%-1.1pp | 77.3%-9.3pp | 67.9%+0.1pp |
| Annual return | -17.44% | -9.78%-7.7pp | -10.94%-6.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,193 | $3,243-32.4% | $5,052-56.6% | $2,596-15.5% |
| Participant deferral / active EE | $3,755 | $4,732-20.7% | $6,542-42.6% | $4,027-6.8% |
| Admin fee / account holder | $4,897 | $6,638-26.2% | $14,302-65.8% | $5,403-9.4% |