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 8-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 | $25,553 | $58,577-56.4% | $83,333-69.3% | $64,186-60.2% |
| Participation rate | 51.0% | 72.0%-21.1pp | 77.8%-26.8pp | 69.6%-18.6pp |
| Annual return | -7.69% | 9.65%-17.3pp | 10.63%-18.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $862 | $2,098-58.9% | $3,379-74.5% | $2,381-63.8% |
| Participant deferral / active EE | $4,926 | $4,654+5.8% | $5,565-11.5% | $3,470+42.0% |
| Admin fee / account holder | $17,124 | $9,275+84.6% | $7,510+128.0% | $4,888+250.3% |