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 4-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 | $47,183 | $73,867-36.1% | $143,757-67.2% | $68,494-31.1% |
| Participation rate | 60.6% | 66.7%-6.0pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -16.00% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,931 | $3,184-39.4% | $4,951-61.0% | $2,596-25.6% |
| Participant deferral / active EE | $3,940 | $3,384+16.4% | $5,637-30.1% | $4,027-2.2% |
| Admin fee / account holder | $820 | $5,755-85.8% | $14,673-94.4% | $5,403-84.8% |