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 | $60,924 | $81,900-25.6% | $119,609-49.1% | $68,494-11.1% |
| Participation rate | 59.7% | 71.9%-12.2pp | 79.3%-19.5pp | 67.9%-8.2pp |
| Annual return | -14.15% | -23.82%+9.7pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,076 | $2,693-22.9% | $4,232-50.9% | $2,596-20.0% |
| Participant deferral / active EE | $3,834 | $4,148-7.6% | $5,602-31.6% | $4,027-4.8% |
| Admin fee / account holder | $6,600 | $6,582+0.3% | $10,323-36.1% | $5,403+22.2% |