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 | $49,501 | $73,867-33.0% | $143,757-65.6% | $68,494-27.7% |
| Participation rate | 68.8% | 66.7%+2.1pp | 80.3%-11.6pp | 67.9%+0.9pp |
| Annual return | -16.27% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,163 | $3,184-32.1% | $4,951-56.3% | $2,596-16.7% |
| Participant deferral / active EE | $4,924 | $3,384+45.5% | $5,637-12.6% | $4,027+22.3% |
| Admin fee / account holder | $8,458 | $5,755+47.0% | $14,673-42.4% | $5,403+56.6% |