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 | $41,520 | $46,674-11.0% | $117,472-64.7% | $68,494-39.4% |
| Participation rate | 40.8% | 56.8%-16.0pp | 70.6%-29.8pp | 67.9%-27.1pp |
| Annual return | -14.31% | -14.52%+0.2pp | 29.74%-44.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $915 | $1,505-39.2% | $4,176-78.1% | $2,596-64.8% |
| Participant deferral / active EE | $1,992 | $2,636-24.4% | $4,070-51.1% | $4,027-50.5% |
| Admin fee / account holder | $3,774 | $4,020-6.1% | $5,645-33.1% | $5,403-30.1% |