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 | $75,863 | $64,707+17.2% | $112,228-32.4% | $68,494+10.8% |
| Participation rate | 56.8% | 67.2%-10.4pp | 75.1%-18.3pp | 67.9%-11.1pp |
| Annual return | -15.27% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,406 | $2,746-48.8% | $3,635-61.3% | $2,596-45.8% |
| Participant deferral / active EE | $3,143 | $3,565-11.8% | $4,728-33.5% | $4,027-22.0% |
| Admin fee / account holder | $4,348 | $5,232-16.9% | $6,410-32.2% | $5,403-19.5% |