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 8-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 | $50,365 | $71,883-29.9% | $86,677-41.9% | $68,494-26.5% |
| Participation rate | 40.0% | 72.2%-32.2pp | 76.6%-36.6pp | 67.9%-27.9pp |
| Annual return | -16.15% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $708 | $2,173-67.4% | $2,836-75.0% | $2,596-72.7% |
| Participant deferral / active EE | $1,909 | $3,779-49.5% | $4,656-59.0% | $4,027-52.6% |
| Admin fee / account holder | $4,733 | $6,112-22.6% | $7,493-36.8% | $5,403-12.4% |