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 | $36,143 | $46,674-22.6% | $117,472-69.2% | $68,494-47.2% |
| Participation rate | 58.1% | 56.8%+1.3pp | 70.6%-12.5pp | 67.9%-9.8pp |
| Annual return | -18.10% | -14.52%-3.6pp | 29.74%-47.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,250 | $1,505-16.9% | $4,176-70.1% | $2,596-51.9% |
| Participant deferral / active EE | $2,828 | $2,636+7.3% | $4,070-30.5% | $4,027-29.8% |
| Admin fee / account holder | $3,356 | $4,020-16.5% | $5,645-40.5% | $5,403-37.9% |