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 | $75,540 | $81,900-7.8% | $119,609-36.8% | $68,494+10.3% |
| Participation rate | 51.4% | 71.9%-20.5pp | 79.3%-27.8pp | 67.9%-16.5pp |
| Annual return | -17.40% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,450 | $2,693-46.1% | $4,232-65.7% | $2,596-44.1% |
| Participant deferral / active EE | $3,379 | $4,148-18.5% | $5,602-39.7% | $4,027-16.1% |
| Admin fee / account holder | $4,772 | $6,582-27.5% | $10,323-53.8% | $5,403-11.7% |