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 | $47,419 | $73,867-35.8% | $143,757-67.0% | $68,494-30.8% |
| Participation rate | 43.8% | 66.7%-22.9pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -18.31% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,303 | $3,184-59.1% | $4,951-73.7% | $2,596-49.8% |
| Participant deferral / active EE | $3,586 | $3,384+6.0% | $5,637-36.4% | $4,027-10.9% |
| Admin fee / account holder | $466 | $5,755-91.9% | $14,673-96.8% | $5,403-91.4% |