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 9-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 | $33,681 | $51,769-34.9% | $57,343-41.3% | $52,331-35.6% |
| Participation rate | 56.6% | 75.2%-18.6pp | 75.1%-18.5pp | 68.1%-11.5pp |
| Annual return | 0.24% | 2.43%-2.2pp | 24.39%-24.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,097 | $2,335-53.0% | $2,689-59.2% | $1,882-41.7% |
| Participant deferral / active EE | $1,312 | $2,794-53.1% | $3,162-58.5% | $3,022-56.6% |
| Admin fee / account holder | $909 | $295+208.5% | $3,356-72.9% | $592+53.7% |