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 6-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 | $58,230 | $81,900-28.9% | $119,609-51.3% | $68,494-15.0% |
| Participation rate | 51.4% | 71.9%-20.5pp | 79.3%-27.9pp | 67.9%-16.5pp |
| Annual return | -16.63% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $935 | $2,693-65.3% | $4,232-77.9% | $2,596-64.0% |
| Participant deferral / active EE | $3,300 | $4,148-20.4% | $5,602-41.1% | $4,027-18.1% |
| Admin fee / account holder | $1,648 | $6,582-75.0% | $10,323-84.0% | $5,403-69.5% |