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 4-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 | $103,455 | $81,900+26.3% | $119,609-13.5% | $68,494+51.0% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -18.31% | -23.82%+5.5pp | -14.97%-3.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,877 | $2,693-30.3% | $4,232-55.7% | $2,596-27.7% |
| Participant deferral / active EE | $7,507 | $4,148+81.0% | $5,602+34.0% | $4,027+86.4% |
| Admin fee / account holder | $5,990 | $6,582-9.0% | $10,323-42.0% | $5,403+10.9% |