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 5-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 | $43,425 | $73,867-41.2% | $143,757-69.8% | $68,494-36.6% |
| Participation rate | 64.9% | 66.7%-1.8pp | 80.3%-15.4pp | 67.9%-3.0pp |
| Annual return | -17.88% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,630 | $3,184-17.4% | $4,951-46.9% | $2,596+1.3% |
| Participant deferral / active EE | $5,297 | $3,384+56.5% | $5,637-6.0% | $4,027+31.5% |
| Admin fee / account holder | $3,949 | $5,755-31.4% | $14,673-73.1% | $5,403-26.9% |