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 | $68,492 | $95,862-28.6% | $79,550-13.9% | $134,475-49.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -10.23% | -2.69%-7.5pp | 0.16%-10.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,529 | $3,128-51.1% | $2,413-36.6% | $4,740-67.7% |
| Participant deferral / active EE | $5,720 | $4,693+21.9% | $3,985+43.5% | $6,400-10.6% |
| Admin fee / account holder | $2,033 | $9,126-77.7% | $6,832-70.2% | $11,426-82.2% |