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 4-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 | $24,794 | $73,867-66.4% | $143,757-82.8% | $68,494-63.8% |
| Participation rate | 69.1% | 66.7%+2.4pp | 80.3%-11.2pp | 67.9%+1.2pp |
| Annual return | -14.52% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,542 | $3,184-51.6% | $4,951-68.9% | $2,596-40.6% |
| Participant deferral / active EE | $4,391 | $3,384+29.7% | $5,637-22.1% | $4,027+9.0% |
| Admin fee / account holder | $2,620 | $5,755-54.5% | $14,673-82.1% | $5,403-51.5% |