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 | $76,877 | $64,707+18.8% | $112,228-31.5% | $68,494+12.2% |
| Participation rate | 64.3% | 67.2%-2.9pp | 75.1%-10.8pp | 67.9%-3.6pp |
| Annual return | -14.91% | -11.40%-3.5pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,901 | $2,746-30.8% | $3,635-47.7% | $2,596-26.8% |
| Participant deferral / active EE | $4,691 | $3,565+31.6% | $4,728-0.8% | $4,027+16.5% |
| Admin fee / account holder | $76,797 | $5,232+1367.8% | $6,410+1098.1% | $5,403+1321.5% |