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 | $59,279 | $48,265+22.8% | $68,791-13.8% | $68,494-13.5% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | -11.90% | -12.71%+0.8pp | -6.38%-5.5pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,883 | $1,829+3.0% | $2,655-29.1% | $2,596-27.5% |
| Participant deferral / active EE | $3,465 | $2,867+20.9% | $3,941-12.1% | $4,027-14.0% |
| Admin fee / account holder | $4,781 | $4,355+9.8% | $4,932-3.1% | $5,403-11.5% |