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 | $83,383 | $48,265+72.8% | $68,791+21.2% | $68,494+21.7% |
| Participation rate | 63.3% | 60.7%+2.7pp | 69.0%-5.7pp | 67.9%-4.6pp |
| Annual return | -9.51% | -12.71%+3.2pp | -6.38%-3.1pp | -7.84%-1.7pp |
| Employer contribution / active EE | $452 | $1,829-75.3% | $2,655-83.0% | $2,596-82.6% |
| Participant deferral / active EE | $4,392 | $2,867+53.2% | $3,941+11.4% | $4,027+9.1% |
| Admin fee / account holder | $374 | $4,355-91.4% | $4,932-92.4% | $5,403-93.1% |