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 | $20,820 | $48,265-56.9% | $68,791-69.7% | $68,494-69.6% |
| Participation rate | 49.2% | 60.7%-11.5pp | 69.0%-19.8pp | 67.9%-18.7pp |
| Annual return | -17.36% | -12.71%-4.7pp | -6.38%-11.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,514 | $1,829-17.2% | $2,655-43.0% | $2,596-41.7% |
| Participant deferral / active EE | $2,299 | $2,867-19.8% | $3,941-41.7% | $4,027-42.9% |
| Admin fee / account holder | $1,724 | $4,355-60.4% | $4,932-65.0% | $5,403-68.1% |