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 | $49,232 | $81,900-39.9% | $119,609-58.8% | $68,494-28.1% |
| Participation rate | 63.5% | 71.9%-8.4pp | 79.3%-15.8pp | 67.9%-4.4pp |
| Annual return | -15.58% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,272 | $2,693-15.6% | $4,232-46.3% | $2,596-12.5% |
| Participant deferral / active EE | $4,142 | $4,148-0.1% | $5,602-26.1% | $4,027+2.9% |
| Admin fee / account holder | $5,977 | $6,582-9.2% | $10,323-42.1% | $5,403+10.6% |