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 | $41,480 | $73,004-43.2% | $90,749-54.3% | $68,494-39.4% |
| Participation rate | 42.3% | 70.8%-28.5pp | 75.7%-33.4pp | 67.9%-25.6pp |
| Annual return | -12.66% | -13.81%+1.1pp | -12.16%-0.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,561 | $2,193+16.8% | $2,921-12.3% | $2,596-1.4% |
| Participant deferral / active EE | $5,535 | $3,627+52.6% | $4,564+21.3% | $4,027+37.4% |
| Admin fee / account holder | $4,976 | $5,896-15.6% | $8,445-41.1% | $5,403-7.9% |