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 | $73,469 | $73,004+0.6% | $90,749-19.0% | $68,494+7.3% |
| Participation rate | 65.6% | 70.8%-5.3pp | 75.7%-10.1pp | 67.9%-2.3pp |
| Annual return | -18.58% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,806 | $2,193-17.6% | $2,921-38.2% | $2,596-30.4% |
| Participant deferral / active EE | $4,301 | $3,627+18.6% | $4,564-5.8% | $4,027+6.8% |
| Admin fee / account holder | $1,389 | $5,896-76.4% | $8,445-83.6% | $5,403-74.3% |