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 | $76,797 | $81,900-6.2% | $119,609-35.8% | $68,494+12.1% |
| Participation rate | 60.8% | 71.9%-11.1pp | 79.3%-18.4pp | 67.9%-7.1pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,749 | $2,693-35.1% | $4,232-58.7% | $2,596-32.6% |
| Participant deferral / active EE | $4,458 | $4,148+7.5% | $5,602-20.4% | $4,027+10.7% |
| Admin fee / account holder | $2,135 | $6,582-67.6% | $10,323-79.3% | $5,403-60.5% |