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 | $34,686 | $73,867-53.0% | $143,757-75.9% | $68,494-49.4% |
| Participation rate | 68.4% | 66.7%+1.8pp | 80.3%-11.9pp | 67.9%+0.5pp |
| Annual return | -16.81% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,581 | $3,184-19.0% | $4,951-47.9% | $2,596-0.6% |
| Participant deferral / active EE | $4,156 | $3,384+22.8% | $5,637-26.3% | $4,027+3.2% |
| Admin fee / account holder | $8,489 | $5,755+47.5% | $14,673-42.1% | $5,403+57.1% |