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 7-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 | $34,558 | $72,492-52.3% | $87,100-60.3% | $72,985-52.7% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.9%-16.1pp | 69.5%-8.7pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,091 | $1,894-42.4% | $2,521-56.7% | $2,440-55.3% |
| Participant deferral / active EE | $2,184 | $3,270-33.2% | $4,049-46.1% | $3,607-39.5% |
| Admin fee / account holder | $3,792 | $5,055-25.0% | $7,497-49.4% | $5,124-26.0% |