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 | $16,342 | $69,010-76.3% | $159,960-89.8% | $68,494-76.1% |
| Participation rate | 67.7% | 65.4%+2.3pp | 78.0%-10.3pp | 67.9%-0.2pp |
| Annual return | -17.25% | -9.65%-7.6pp | 408.60%-425.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,420 | $2,213-35.9% | $4,226-66.4% | $2,596-45.3% |
| Participant deferral / active EE | $1,930 | $4,212-54.2% | $6,182-68.8% | $4,027-52.1% |
| Admin fee / account holder | $1,095 | $4,798-77.2% | $8,698-87.4% | $5,403-79.7% |