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 | $22,441 | $63,442-64.6% | $68,791-67.4% | $66,914-66.5% |
| Participation rate | 46.0% | 60.0%-14.0pp | 69.0%-23.0pp | 69.8%-23.8pp |
| Annual return | -16.67% | -8.29%-8.4pp | -6.38%-10.3pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,086 | $1,775+17.6% | $2,655-21.4% | $2,544-18.0% |
| Participant deferral / active EE | $4,272 | $2,945+45.1% | $3,941+8.4% | $4,237+0.8% |
| Admin fee / account holder | $1,313 | $577+127.4% | $4,932-73.4% | $593+121.3% |