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 | $26,016 | $64,707-59.8% | $112,228-76.8% | $68,494-62.0% |
| Participation rate | 35.1% | 67.2%-32.0pp | 75.1%-40.0pp | 67.9%-32.8pp |
| Annual return | -19.45% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,065 | $2,746-61.2% | $3,635-70.7% | $2,596-59.0% |
| Participant deferral / active EE | $1,727 | $3,565-51.5% | $4,728-63.5% | $4,027-57.1% |
| Admin fee / account holder | $1,324 | $5,232-74.7% | $6,410-79.3% | $5,403-75.5% |