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 | $129,481 | $73,004+77.4% | $90,749+42.7% | $68,494+89.0% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -16.83% | -13.81%-3.0pp | -12.16%-4.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $941 | $2,193-57.1% | $2,921-67.8% | $2,596-63.8% |
| Participant deferral / active EE | $2,948 | $3,627-18.7% | $4,564-35.4% | $4,027-26.8% |
| Admin fee / account holder | $4,181 | $5,896-29.1% | $8,445-50.5% | $5,403-22.6% |