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 | $29,954 | $46,674-35.8% | $117,472-74.5% | $68,494-56.3% |
| Participation rate | 64.9% | 56.8%+8.1pp | 70.6%-5.7pp | 67.9%-3.0pp |
| Annual return | -15.41% | -14.52%-0.9pp | 29.74%-45.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,111 | $1,505+40.3% | $4,176-49.4% | $2,596-18.7% |
| Participant deferral / active EE | $3,775 | $2,636+43.2% | $4,070-7.2% | $4,027-6.2% |
| Admin fee / account holder | $2,025 | $4,020-49.6% | $5,645-64.1% | $5,403-62.5% |