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 | $90,001 | $81,900+9.9% | $119,609-24.8% | $68,494+31.4% |
| Participation rate | 49.4% | 71.9%-22.5pp | 79.3%-29.9pp | 67.9%-18.5pp |
| Annual return | -15.57% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,587 | $2,693-41.1% | $4,232-62.5% | $2,596-38.9% |
| Participant deferral / active EE | $3,358 | $4,148-19.0% | $5,602-40.1% | $4,027-16.6% |
| Admin fee / account holder | $4,936 | $6,582-25.0% | $10,323-52.2% | $5,403-8.6% |