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 | $58,383 | $82,286-29.0% | $68,791-15.1% | $134,475-56.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -19.07% | -2.19%-16.9pp | -6.38%-12.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,818 | $3,301-44.9% | $2,655-31.5% | $4,740-61.6% |
| Participant deferral / active EE | $2,745 | $4,739-42.1% | $3,941-30.3% | $6,400-57.1% |
| Admin fee / account holder | $5,983 | $6,481-7.7% | $4,932+21.3% | $11,426-47.6% |