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 5-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 | $75,826 | $73,867+2.7% | $143,757-47.3% | $68,494+10.7% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.4pp | 67.9%0pp |
| Annual return | -15.94% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,781 | $3,184-12.7% | $4,951-43.8% | $2,596+7.1% |
| Participant deferral / active EE | $5,090 | $3,384+50.4% | $5,637-9.7% | $4,027+26.4% |
| Admin fee / account holder | $1,210 | $5,755-79.0% | $14,673-91.8% | $5,403-77.6% |