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 | $37,526 | $71,883-47.8% | $86,677-56.7% | $68,494-45.2% |
| Participation rate | 61.3% | 72.2%-10.9pp | 76.6%-15.3pp | 67.9%-6.6pp |
| Annual return | -11.90% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,788 | $2,173-17.7% | $2,836-37.0% | $2,596-31.1% |
| Participant deferral / active EE | $3,124 | $3,779-17.3% | $4,656-32.9% | $4,027-22.4% |
| Admin fee / account holder | $24,305 | $6,112+297.7% | $7,493+224.4% | $5,403+349.9% |