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 | $29,288 | $69,010-57.6% | $159,960-81.7% | $68,494-57.2% |
| Participation rate | 68.8% | 65.4%+3.4pp | 78.0%-9.1pp | 67.9%+0.9pp |
| Annual return | -12.72% | -9.65%-3.1pp | 408.60%-421.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,081 | $2,213-51.2% | $4,226-74.4% | $2,596-58.4% |
| Participant deferral / active EE | $2,290 | $4,212-45.6% | $6,182-63.0% | $4,027-43.1% |
| Admin fee / account holder | $5,905 | $4,798+23.1% | $8,698-32.1% | $5,403+9.3% |