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 | $73,001 | $95,862-23.8% | $79,550-8.2% | $134,475-45.7% |
| Participation rate | 61.9% | 75.0%-13.1pp | 69.5%-7.6pp | 81.2%-19.3pp |
| Annual return | -1.93% | -2.69%+0.8pp | 0.16%-2.1pp | 417.96%-419.9pp |
| Employer contribution / active EE | $1,851 | $3,128-40.8% | $2,413-23.3% | $4,740-60.9% |
| Participant deferral / active EE | $7,404 | $4,693+57.8% | $3,985+85.8% | $6,400+15.7% |
| Admin fee / account holder | $1,271 | $9,126-86.1% | $6,832-81.4% | $11,426-88.9% |