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 | $63,547 | $81,900-22.4% | $119,609-46.9% | $68,494-7.2% |
| Participation rate | 63.2% | 71.9%-8.7pp | 79.3%-16.1pp | 67.9%-4.7pp |
| Annual return | -18.84% | -23.82%+5.0pp | -14.97%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,979 | $2,693-26.5% | $4,232-53.2% | $2,596-23.8% |
| Participant deferral / active EE | $4,500 | $4,148+8.5% | $5,602-19.7% | $4,027+11.7% |
| Admin fee / account holder | $2,131 | $6,582-67.6% | $10,323-79.4% | $5,403-60.6% |