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 | $72,028 | $81,900-12.1% | $119,609-39.8% | $68,494+5.2% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -16.79% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,329 | $2,693-50.7% | $4,232-68.6% | $2,596-48.8% |
| Participant deferral / active EE | $2,532 | $4,148-39.0% | $5,602-54.8% | $4,027-37.1% |
| Admin fee / account holder | $1,698 | $6,582-74.2% | $10,323-83.5% | $5,403-68.6% |