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 6-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 | $58,691 | $71,883-18.4% | $86,677-32.3% | $68,494-14.3% |
| Participation rate | 30.3% | 72.2%-41.9pp | 76.6%-46.3pp | 67.9%-37.6pp |
| Annual return | -17.68% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $932 | $2,173-57.1% | $2,836-67.1% | $2,596-64.1% |
| Participant deferral / active EE | $2,929 | $3,779-22.5% | $4,656-37.1% | $4,027-27.3% |
| Admin fee / account holder | $1,476 | $6,112-75.8% | $7,493-80.3% | $5,403-72.7% |