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 | $27,916 | $81,900-65.9% | $119,609-76.7% | $68,494-59.2% |
| Participation rate | 47.7% | 71.9%-24.2pp | 79.3%-31.6pp | 67.9%-20.2pp |
| Annual return | 2.18% | -23.82%+26.0pp | -14.97%+17.1pp | -7.84%+10.0pp |
| Employer contribution / active EE | $1,609 | $2,693-40.2% | $4,232-62.0% | $2,596-38.0% |
| Participant deferral / active EE | $4,231 | $4,148+2.0% | $5,602-24.5% | $4,027+5.1% |
| Admin fee / account holder | $7,661 | $6,582+16.4% | $10,323-25.8% | $5,403+41.8% |