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 | $65,984 | $71,883-8.2% | $86,677-23.9% | $68,494-3.7% |
| Participation rate | 46.2% | 72.2%-26.1pp | 76.6%-30.4pp | 67.9%-21.7pp |
| Annual return | -17.48% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,434 | $2,173-34.0% | $2,836-49.4% | $2,596-44.8% |
| Participant deferral / active EE | $2,704 | $3,779-28.4% | $4,656-41.9% | $4,027-32.8% |
| Admin fee / account holder | $83,998 | $6,112+1274.4% | $7,493+1021.0% | $5,403+1454.7% |