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 7-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 | $103,253 | $48,265+113.9% | $68,791+50.1% | $68,494+50.7% |
| Participation rate | 46.2% | 60.7%-14.5pp | 69.0%-22.9pp | 67.9%-21.7pp |
| Annual return | -17.01% | -12.71%-4.3pp | -6.38%-10.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,324 | $1,829-27.6% | $2,655-50.1% | $2,596-49.0% |
| Participant deferral / active EE | $3,248 | $2,867+13.3% | $3,941-17.6% | $4,027-19.3% |
| Admin fee / account holder | $3,052 | $4,355-29.9% | $4,932-38.1% | $5,403-43.5% |