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 | $29,902 | $81,900-63.5% | $119,609-75.0% | $68,494-56.3% |
| Participation rate | 53.3% | 71.9%-18.6pp | 79.3%-25.9pp | 67.9%-14.6pp |
| Annual return | -16.21% | -23.82%+7.6pp | -14.97%-1.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,115 | $2,693-58.6% | $4,232-73.6% | $2,596-57.0% |
| Participant deferral / active EE | $2,833 | $4,148-31.7% | $5,602-49.4% | $4,027-29.7% |
| Admin fee / account holder | $489 | $6,582-92.6% | $10,323-95.3% | $5,403-91.0% |