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 | $42,084 | $73,867-43.0% | $143,757-70.7% | $68,494-38.6% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -18.49% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,174 | $3,184-31.7% | $4,951-56.1% | $2,596-16.3% |
| Participant deferral / active EE | $4,017 | $3,384+18.7% | $5,637-28.7% | $4,027-0.3% |
| Admin fee / account holder | $5,275 | $5,755-8.3% | $14,673-64.0% | $5,403-2.4% |