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 | $69,358 | $59,805+16.0% | $79,550-12.8% | $68,494+1.3% |
| Participation rate | 59.6% | 61.1%-1.4pp | 69.5%-9.8pp | 67.9%-8.2pp |
| Annual return | -17.25% | -12.30%-4.9pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,607 | $1,505+6.8% | $2,413-33.4% | $2,596-38.1% |
| Participant deferral / active EE | $4,501 | $3,024+48.8% | $3,985+12.9% | $4,027+11.8% |
| Admin fee / account holder | $2,752 | $4,835-43.1% | $6,832-59.7% | $5,403-49.1% |