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 | $31,651 | $56,357-43.8% | $104,294-69.7% | $68,494-53.8% |
| Participation rate | 62.7% | 63.3%-0.6pp | 73.3%-10.6pp | 67.9%-5.2pp |
| Annual return | -13.92% | -9.19%-4.7pp | 24.61%-38.5pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,091 | $1,960-44.4% | $3,372-67.7% | $2,596-58.0% |
| Participant deferral / active EE | $2,394 | $3,077-22.2% | $4,625-48.2% | $4,027-40.6% |
| Admin fee / account holder | $5,742 | $4,903+17.1% | $7,339-21.8% | $5,403+6.3% |