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 5-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 | $26,961 | $48,265-44.1% | $68,791-60.8% | $68,494-60.6% |
| Participation rate | 69.0% | 60.7%+8.3pp | 69.0%-0.1pp | 67.9%+1.1pp |
| Annual return | -17.56% | -12.71%-4.9pp | -6.38%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,839 | $1,829+0.6% | $2,655-30.7% | $2,596-29.1% |
| Participant deferral / active EE | $4,856 | $2,867+69.4% | $3,941+23.2% | $4,027+20.6% |
| Admin fee / account holder | $904 | $4,355-79.2% | $4,932-81.7% | $5,403-83.3% |