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 7-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 | $25,018 | $42,894-41.7% | $60,874-58.9% | $68,494-63.5% |
| Participation rate | 58.8% | 66.8%-8.0pp | 73.1%-14.3pp | 67.9%-9.1pp |
| Annual return | -17.17% | -13.98%-3.2pp | 16.90%-34.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $811 | $1,978-59.0% | $2,701-70.0% | $2,596-68.8% |
| Participant deferral / active EE | $1,481 | $2,867-48.4% | $3,817-61.2% | $4,027-63.2% |
| Admin fee / account holder | $775 | $3,101-75.0% | $3,224-76.0% | $5,403-85.7% |