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 | $32,067 | $71,883-55.4% | $86,677-63.0% | $68,494-53.2% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -16.74% | 3.52%-20.3pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,558 | $2,173-28.3% | $2,836-45.1% | $2,596-40.0% |
| Participant deferral / active EE | $6,080 | $3,779+60.9% | $4,656+30.6% | $4,027+51.0% |
| Admin fee / account holder | $12,987 | $6,112+112.5% | $7,493+73.3% | $5,403+140.4% |