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 | $34,269 | $81,900-58.2% | $119,609-71.3% | $68,494-50.0% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -10.04% | -23.82%+13.8pp | -14.97%+4.9pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,212 | $2,693-55.0% | $4,232-71.4% | $2,596-53.3% |
| Participant deferral / active EE | $3,423 | $4,148-17.5% | $5,602-38.9% | $4,027-15.0% |
| Admin fee / account holder | $557 | $6,582-91.5% | $10,323-94.6% | $5,403-89.7% |