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 8-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 | $46,212 | $58,577-21.1% | $83,333-44.5% | $64,186-28.0% |
| Participation rate | 46.7% | 72.0%-25.4pp | 77.8%-31.1pp | 69.6%-22.9pp |
| Annual return | -5.27% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,035 | $4,654-34.8% | $5,565-45.5% | $3,470-12.5% |
| Admin fee / account holder | $7,475 | $9,275-19.4% | $7,510-0.5% | $4,888+52.9% |