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 | $25,975 | $81,900-68.3% | $119,609-78.3% | $68,494-62.1% |
| Participation rate | 58.8% | 71.9%-13.1pp | 79.3%-20.4pp | 67.9%-9.1pp |
| Annual return | -15.71% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,645 | $2,693-1.8% | $4,232-37.5% | $2,596+1.9% |
| Participant deferral / active EE | $4,293 | $4,148+3.5% | $5,602-23.4% | $4,027+6.6% |
| Admin fee / account holder | $2,304 | $6,582-65.0% | $10,323-77.7% | $5,403-57.4% |