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 | $56,743 | $71,883-21.1% | $86,677-34.5% | $68,494-17.2% |
| Participation rate | 60.9% | 72.2%-11.4pp | 76.6%-15.7pp | 67.9%-7.0pp |
| Annual return | -13.43% | 3.52%-17.0pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,198 | $2,173-44.9% | $2,836-57.8% | $2,596-53.9% |
| Participant deferral / active EE | $2,833 | $3,779-25.0% | $4,656-39.1% | $4,027-29.6% |
| Admin fee / account holder | $6,788 | $6,112+11.1% | $7,493-9.4% | $5,403+25.6% |