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 4-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 | $36,202 | $106,115-65.9% | $85,969-57.9% | $125,391-71.1% |
| Participation rate | 58.8% | 84.1%-25.2pp | 76.5%-17.7pp | 83.2%-24.4pp |
| Annual return | -0.34% | 13.93%-14.3pp | 9.32%-9.7pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,948 | $4,859-39.3% | $3,829-23.0% | $5,352-44.9% |
| Admin fee / account holder | $17,824 | $8,144+118.9% | $6,053+194.5% | $9,540+86.8% |