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 | $34,879 | $48,265-27.7% | $68,791-49.3% | $68,494-49.1% |
| Participation rate | 55.2% | 60.7%-5.5pp | 69.0%-13.9pp | 67.9%-12.7pp |
| Annual return | -17.06% | -12.71%-4.4pp | -6.38%-10.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,119 | $1,829+125.3% | $2,655+55.1% | $2,596+58.7% |
| Participant deferral / active EE | $8,982 | $2,867+213.3% | $3,941+127.9% | $4,027+123.0% |
| Admin fee / account holder | $4,900 | $4,355+12.5% | $4,932-0.6% | $5,403-9.3% |