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 | $51,942 | $81,900-36.6% | $119,609-56.6% | $68,494-24.2% |
| Participation rate | 56.0% | 71.9%-15.9pp | 79.3%-23.3pp | 67.9%-11.9pp |
| Annual return | -7.26% | -23.82%+16.6pp | -14.97%+7.7pp | -7.84%+0.6pp |
| Employer contribution / active EE | $1,557 | $2,693-42.2% | $4,232-63.2% | $2,596-40.0% |
| Participant deferral / active EE | $4,314 | $4,148+4.0% | $5,602-23.0% | $4,027+7.1% |
| Admin fee / account holder | $524 | $6,582-92.0% | $10,323-94.9% | $5,403-90.3% |