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 | $79,504 | $48,265+64.7% | $68,791+15.6% | $68,494+16.1% |
| Participation rate | 55.0% | 60.7%-5.7pp | 69.0%-14.0pp | 67.9%-12.9pp |
| Annual return | -17.84% | -12.71%-5.1pp | -6.38%-11.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,195 | $1,829-34.6% | $2,655-55.0% | $2,596-54.0% |
| Participant deferral / active EE | $4,606 | $2,867+60.7% | $3,941+16.9% | $4,027+14.4% |
| Admin fee / account holder | $5,271 | $4,355+21.0% | $4,932+6.9% | $5,403-2.4% |