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 | $42,399 | $73,867-42.6% | $143,757-70.5% | $68,494-38.1% |
| Participation rate | 21.7% | 66.7%-44.9pp | 80.3%-58.6pp | 67.9%-46.1pp |
| Annual return | -15.44% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $449 | $3,184-85.9% | $4,951-90.9% | $2,596-82.7% |
| Participant deferral / active EE | $1,873 | $3,384-44.6% | $5,637-66.8% | $4,027-53.5% |
| Admin fee / account holder | $1,413 | $5,755-75.5% | $14,673-90.4% | $5,403-73.9% |