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 | $51,580 | $81,900-37.0% | $119,609-56.9% | $68,494-24.7% |
| Participation rate | 67.7% | 71.9%-4.2pp | 79.3%-11.5pp | 67.9%-0.1pp |
| Annual return | -16.25% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,156 | $2,693-20.0% | $4,232-49.1% | $2,596-17.0% |
| Participant deferral / active EE | $4,788 | $4,148+15.4% | $5,602-14.5% | $4,027+18.9% |
| Admin fee / account holder | $1,458 | $6,582-77.8% | $10,323-85.9% | $5,403-73.0% |