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 | $45,974 | $76,912-40.2% | $129,110-64.4% | $68,494-32.9% |
| Participation rate | 52.0% | 69.1%-17.1pp | 77.3%-25.3pp | 67.9%-15.9pp |
| Annual return | -16.54% | -9.78%-6.8pp | -10.94%-5.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,381 | $3,243-57.4% | $5,052-72.7% | $2,596-46.8% |
| Participant deferral / active EE | $3,255 | $4,732-31.2% | $6,542-50.3% | $4,027-19.2% |
| Admin fee / account holder | $18,752 | $6,638+182.5% | $14,302+31.1% | $5,403+247.1% |