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 | $57,332 | $48,265+18.8% | $68,791-16.7% | $68,494-16.3% |
| Participation rate | 61.8% | 60.7%+1.1pp | 69.0%-7.2pp | 67.9%-6.1pp |
| Annual return | -18.10% | -12.71%-5.4pp | -6.38%-11.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,934 | $1,829+5.8% | $2,655-27.2% | $2,596-25.5% |
| Participant deferral / active EE | $4,968 | $2,867+73.3% | $3,941+26.1% | $4,027+23.4% |
| Admin fee / account holder | $1,971 | $4,355-54.7% | $4,932-60.0% | $5,403-63.5% |