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 | $63,604 | $95,862-33.7% | $79,550-20.0% | $134,475-52.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -14.50% | -2.69%-11.8pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,445 | $3,128-21.8% | $2,413+1.3% | $4,740-48.4% |
| Participant deferral / active EE | $6,716 | $4,693+43.1% | $3,985+68.5% | $6,400+4.9% |
| Admin fee / account holder | $7,858 | $9,126-13.9% | $6,832+15.0% | $11,426-31.2% |