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 6-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 | $132,535 | $110,094+20.4% | $151,611-12.6% | $68,494+93.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -13.79% | -10.12%-3.7pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,406 | $4,471-68.5% | $6,166-77.2% | $2,596-45.8% |
| Participant deferral / active EE | $4,992 | $6,527-23.5% | $8,363-40.3% | $4,027+23.9% |
| Admin fee / account holder | $48,201 | $7,719+524.5% | $11,616+315.0% | $5,403+792.2% |