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 | $61,575 | $48,265+27.6% | $68,791-10.5% | $68,494-10.1% |
| Participation rate | 67.7% | 60.7%+7.1pp | 69.0%-1.3pp | 67.9%-0.1pp |
| Annual return | -16.70% | -12.71%-4.0pp | -6.38%-10.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $617 | $1,829-66.3% | $2,655-76.8% | $2,596-76.2% |
| Participant deferral / active EE | $4,660 | $2,867+62.5% | $3,941+18.2% | $4,027+15.7% |
| Admin fee / account holder | $1,176 | $4,355-73.0% | $4,932-76.1% | $5,403-78.2% |