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 | $44,634 | $54,229-17.7% | $70,092-36.3% | $68,494-34.8% |
| Participation rate | 67.9% | 64.5%+3.4pp | 70.5%-2.6pp | 67.9%0pp |
| Annual return | -12.02% | -13.87%+1.8pp | 190.73%-202.8pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,952 | $2,018-3.3% | $2,559-23.7% | $2,596-24.8% |
| Participant deferral / active EE | $4,728 | $2,956+60.0% | $3,849+22.8% | $4,027+17.4% |
| Admin fee / account holder | $1,115 | $4,694-76.2% | $6,267-82.2% | $5,403-79.4% |