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 | $43,613 | $71,883-39.3% | $86,677-49.7% | $68,494-36.3% |
| Participation rate | 45.3% | 72.2%-26.9pp | 76.6%-31.3pp | 67.9%-22.6pp |
| Annual return | -17.61% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,696 | $2,173-22.0% | $2,836-40.2% | $2,596-34.7% |
| Participant deferral / active EE | $3,528 | $3,779-6.6% | $4,656-24.2% | $4,027-12.4% |
| Admin fee / account holder | $1,044 | $6,112-82.9% | $7,493-86.1% | $5,403-80.7% |