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 | $54,822 | $82,286-33.4% | $68,791-20.3% | $134,475-59.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -11.87% | -2.19%-9.7pp | -6.38%-5.5pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,818 | $3,301-14.6% | $2,655+6.1% | $4,740-40.5% |
| Participant deferral / active EE | $3,960 | $4,739-16.4% | $3,941+0.5% | $6,400-38.1% |
| Admin fee / account holder | $1,778 | $6,481-72.6% | $4,932-63.9% | $11,426-84.4% |