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 | $30,758 | $69,010-55.4% | $159,960-80.8% | $68,494-55.1% |
| Participation rate | 65.7% | 65.4%+0.3pp | 78.0%-12.2pp | 67.9%-2.2pp |
| Annual return | -15.90% | -9.65%-6.2pp | 408.60%-424.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,096 | $2,213-5.3% | $4,226-50.4% | $2,596-19.3% |
| Participant deferral / active EE | $4,007 | $4,212-4.9% | $6,182-35.2% | $4,027-0.5% |
| Admin fee / account holder | $1,749 | $4,798-63.6% | $8,698-79.9% | $5,403-67.6% |