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 9-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 | $43,073 | $95,193-54.8% | $76,523-43.7% | $135,375-68.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -6.56% | 4.85%-11.4pp | -0.27%-6.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,345 | $3,302-59.3% | $2,647-49.2% | $4,779-71.8% |
| Participant deferral / active EE | $3,745 | $4,639-19.3% | $3,835-2.4% | $5,609-33.2% |
| Admin fee / account holder | $1,281 | $6,249-79.5% | $4,848-73.6% | $10,827-88.2% |