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 | $47,041 | $73,867-36.3% | $143,757-67.3% | $68,494-31.3% |
| Participation rate | 66.0% | 66.7%-0.7pp | 80.3%-14.3pp | 67.9%-1.9pp |
| Annual return | -11.74% | 1.01%-12.8pp | -0.04%-11.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,383 | $3,184-56.6% | $4,951-72.1% | $2,596-46.7% |
| Participant deferral / active EE | $2,724 | $3,384-19.5% | $5,637-51.7% | $4,027-32.4% |
| Admin fee / account holder | $3,498 | $5,755-39.2% | $14,673-76.2% | $5,403-35.3% |