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 | $53,689 | $53,162+1.0% | $91,220-41.1% | $68,494-21.6% |
| Participation rate | 50.7% | 63.2%-12.5pp | 73.2%-22.5pp | 67.9%-17.2pp |
| Annual return | -12.21% | -3.14%-9.1pp | 114.01%-126.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,866 | $1,709+9.2% | $2,850-34.5% | $2,596-28.1% |
| Participant deferral / active EE | $2,983 | $2,974+0.3% | $4,234-29.5% | $4,027-25.9% |
| Admin fee / account holder | $1,742 | $4,493-61.2% | $5,420-67.8% | $5,403-67.7% |