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 | $67,615 | $73,004-7.4% | $90,749-25.5% | $68,494-1.3% |
| Participation rate | 65.6% | 70.8%-5.3pp | 75.7%-10.1pp | 67.9%-2.3pp |
| Annual return | -15.16% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,043 | $2,193-52.4% | $2,921-64.3% | $2,596-59.8% |
| Participant deferral / active EE | $4,446 | $3,627+22.6% | $4,564-2.6% | $4,027+10.4% |
| Admin fee / account holder | $13,481 | $5,896+128.6% | $8,445+59.6% | $5,403+149.5% |