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 | $28,653 | $64,707-55.7% | $112,228-74.5% | $68,494-58.2% |
| Participation rate | 44.6% | 67.2%-22.5pp | 75.1%-30.4pp | 67.9%-23.2pp |
| Annual return | -18.89% | -11.40%-7.5pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,236 | $2,746-55.0% | $3,635-66.0% | $2,596-52.4% |
| Participant deferral / active EE | $2,901 | $3,565-18.6% | $4,728-38.6% | $4,027-28.0% |
| Admin fee / account holder | $1,892 | $5,232-63.8% | $6,410-70.5% | $5,403-65.0% |