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 | $87,787 | $64,707+35.7% | $112,228-21.8% | $68,494+28.2% |
| Participation rate | 46.2% | 67.2%-21.0pp | 75.1%-28.9pp | 67.9%-21.7pp |
| Annual return | -17.92% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,156 | $2,746-57.9% | $3,635-68.2% | $2,596-55.5% |
| Participant deferral / active EE | $2,769 | $3,565-22.3% | $4,728-41.4% | $4,027-31.2% |
| Admin fee / account holder | $9,136 | $5,232+74.6% | $6,410+42.5% | $5,403+69.1% |