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 | $70,336 | $53,162+32.3% | $91,220-22.9% | $68,494+2.7% |
| Participation rate | 31.4% | 63.2%-31.8pp | 73.2%-41.8pp | 67.9%-36.5pp |
| Annual return | -16.85% | -3.14%-13.7pp | 114.01%-130.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,579 | $1,709-7.6% | $2,850-44.6% | $2,596-39.2% |
| Participant deferral / active EE | $2,919 | $2,974-1.8% | $4,234-31.1% | $4,027-27.5% |
| Admin fee / account holder | $4,436 | $4,493-1.3% | $5,420-18.2% | $5,403-17.9% |