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 | $46,709 | $81,900-43.0% | $119,609-60.9% | $68,494-31.8% |
| Participation rate | 46.5% | 71.9%-25.4pp | 79.3%-32.7pp | 67.9%-21.4pp |
| Annual return | -10.93% | -23.82%+12.9pp | -14.97%+4.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,085 | $2,693-59.7% | $4,232-74.4% | $2,596-58.2% |
| Participant deferral / active EE | $4,133 | $4,148-0.4% | $5,602-26.2% | $4,027+2.6% |
| Admin fee / account holder | $11,041 | $6,582+67.7% | $10,323+6.9% | $5,403+104.4% |