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 | $82,899 | $76,912+7.8% | $129,110-35.8% | $68,494+21.0% |
| Participation rate | 43.8% | 69.1%-25.4pp | 77.3%-33.5pp | 67.9%-24.1pp |
| Annual return | -15.95% | -9.78%-6.2pp | -10.94%-5.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,434 | $3,243-55.8% | $5,052-71.6% | $2,596-44.8% |
| Participant deferral / active EE | $2,341 | $4,732-50.5% | $6,542-64.2% | $4,027-41.9% |
| Admin fee / account holder | $1,910 | $6,638-71.2% | $14,302-86.6% | $5,403-64.7% |