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 | $44,677 | $81,900-45.4% | $119,609-62.6% | $68,494-34.8% |
| Participation rate | 42.4% | 71.9%-29.5pp | 79.3%-36.9pp | 67.9%-25.5pp |
| Annual return | -18.16% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,347 | $2,693-12.9% | $4,232-44.5% | $2,596-9.6% |
| Participant deferral / active EE | $4,946 | $4,148+19.3% | $5,602-11.7% | $4,027+22.8% |
| Admin fee / account holder | $4,563 | $6,582-30.7% | $10,323-55.8% | $5,403-15.5% |