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 | $62,760 | $48,265+30.0% | $68,791-8.8% | $68,494-8.4% |
| Participation rate | 64.6% | 60.7%+3.9pp | 69.0%-4.4pp | 67.9%-3.3pp |
| Annual return | -7.58% | -12.71%+5.1pp | -6.38%-1.2pp | -7.84%+0.3pp |
| Employer contribution / active EE | $1,838 | $1,829+0.5% | $2,655-30.8% | $2,596-29.2% |
| Participant deferral / active EE | $3,350 | $2,867+16.8% | $3,941-15.0% | $4,027-16.8% |
| Admin fee / account holder | $11,894 | $4,355+173.1% | $4,932+141.2% | $5,403+120.1% |