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 | $43,856 | $46,674-6.0% | $117,472-62.7% | $68,494-36.0% |
| Participation rate | 58.1% | 56.8%+1.3pp | 70.6%-12.5pp | 67.9%-9.8pp |
| Annual return | -16.48% | -14.52%-2.0pp | 29.74%-46.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,711 | $1,505+13.7% | $4,176-59.0% | $2,596-34.1% |
| Participant deferral / active EE | $5,056 | $2,636+91.8% | $4,070+24.2% | $4,027+25.6% |
| Admin fee / account holder | $12,559 | $4,020+212.4% | $5,645+122.5% | $5,403+132.5% |