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 8-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 | $29,339 | $63,442-53.8% | $68,791-57.4% | $66,914-56.2% |
| Participation rate | 65.0% | 60.0%+5.0pp | 69.0%-4.0pp | 69.8%-4.8pp |
| Annual return | -10.29% | -8.29%-2.0pp | -6.38%-3.9pp | 1.58%-11.9pp |
| Employer contribution / active EE | $1,643 | $1,775-7.4% | $2,655-38.1% | $2,544-35.4% |
| Participant deferral / active EE | $4,562 | $2,945+54.9% | $3,941+15.8% | $4,237+7.7% |
| Admin fee / account holder | $5,036 | $577+772.2% | $4,932+2.1% | $593+748.8% |