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 6-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 | $75,954 | $73,867+2.8% | $143,757-47.2% | $68,494+10.9% |
| Participation rate | 63.2% | 66.7%-3.5pp | 80.3%-17.1pp | 67.9%-4.7pp |
| Annual return | -16.87% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,692 | $3,184-15.5% | $4,951-45.6% | $2,596+3.7% |
| Participant deferral / active EE | $4,620 | $3,384+36.5% | $5,637-18.0% | $4,027+14.7% |
| Admin fee / account holder | $3,179 | $5,755-44.8% | $14,673-78.3% | $5,403-41.2% |