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 | $37,092 | $73,867-49.8% | $143,757-74.2% | $68,494-45.8% |
| Participation rate | 67.2% | 66.7%+0.5pp | 80.3%-13.1pp | 67.9%-0.7pp |
| Annual return | -16.83% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,481 | $3,184-53.5% | $4,951-70.1% | $2,596-43.0% |
| Participant deferral / active EE | $2,788 | $3,384-17.6% | $5,637-50.5% | $4,027-30.8% |
| Admin fee / account holder | $6,463 | $5,755+12.3% | $14,673-56.0% | $5,403+19.6% |