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 | $53,826 | $81,900-34.3% | $119,609-55.0% | $68,494-21.4% |
| Participation rate | 68.6% | 71.9%-3.3pp | 79.3%-10.7pp | 67.9%+0.7pp |
| Annual return | -8.39% | -23.82%+15.4pp | -14.97%+6.6pp | -7.84%-0.5pp |
| Employer contribution / active EE | $1,559 | $2,693-42.1% | $4,232-63.2% | $2,596-39.9% |
| Participant deferral / active EE | $2,691 | $4,148-35.1% | $5,602-52.0% | $4,027-33.2% |
| Admin fee / account holder | $7,820 | $6,582+18.8% | $10,323-24.2% | $5,403+44.7% |