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 | $24,788 | $62,586-60.4% | $76,768-67.7% | $64,186-61.4% |
| Participation rate | 54.9% | 72.8%-17.9pp | 77.0%-22.1pp | 69.6%-14.7pp |
| Annual return | -7.12% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,125 | $1,832-38.6% | $2,485-54.7% | $2,381-52.7% |
| Participant deferral / active EE | $3,509 | $3,145+11.6% | $3,852-8.9% | $3,470+1.1% |
| Admin fee / account holder | $2,046 | $4,667-56.2% | $6,675-69.3% | $4,888-58.1% |