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 | $28,896 | $71,883-59.8% | $86,677-66.7% | $68,494-57.8% |
| Participation rate | 64.3% | 72.2%-8.0pp | 76.6%-12.3pp | 67.9%-3.6pp |
| Annual return | -18.71% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,980 | $2,173-8.9% | $2,836-30.2% | $2,596-23.7% |
| Participant deferral / active EE | $4,602 | $3,779+21.8% | $4,656-1.1% | $4,027+14.3% |
| Admin fee / account holder | $1,017 | $6,112-83.4% | $7,493-86.4% | $5,403-81.2% |