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 8-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 | $34,321 | $73,867-53.5% | $143,757-76.1% | $68,494-49.9% |
| Participation rate | 34.7% | 66.7%-31.9pp | 80.3%-45.6pp | 67.9%-33.2pp |
| Annual return | -18.04% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $455 | $3,184-85.7% | $4,951-90.8% | $2,596-82.5% |
| Participant deferral / active EE | $1,592 | $3,384-53.0% | $5,637-71.8% | $4,027-60.5% |
| Admin fee / account holder | $903 | $5,755-84.3% | $14,673-93.8% | $5,403-83.3% |