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 | $32,701 | $64,707-49.5% | $112,228-70.9% | $68,494-52.3% |
| Participation rate | 63.2% | 67.2%-4.0pp | 75.1%-11.9pp | 67.9%-4.7pp |
| Annual return | -11.48% | -11.40%-0.1pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,707 | $2,746-1.4% | $3,635-25.5% | $2,596+4.2% |
| Participant deferral / active EE | $5,860 | $3,565+64.4% | $4,728+23.9% | $4,027+45.5% |
| Admin fee / account holder | $9,183 | $5,232+75.5% | $6,410+43.3% | $5,403+70.0% |