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 | $51,383 | $73,004-29.6% | $90,749-43.4% | $68,494-25.0% |
| Participation rate | 62.7% | 70.8%-8.1pp | 75.7%-13.0pp | 67.9%-5.2pp |
| Annual return | -16.41% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,592 | $2,193+63.8% | $2,921+23.0% | $2,596+38.3% |
| Participant deferral / active EE | $4,847 | $3,627+33.6% | $4,564+6.2% | $4,027+20.3% |
| Admin fee / account holder | $1,011 | $5,896-82.9% | $8,445-88.0% | $5,403-81.3% |