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 | $26,478 | $65,061-59.3% | $143,757-81.6% | $66,914-60.4% |
| Participation rate | 30.2% | 65.2%-35.0pp | 80.3%-50.1pp | 69.8%-39.6pp |
| Annual return | -16.83% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $687 | $2,361-70.9% | $4,951-86.1% | $2,544-73.0% |
| Participant deferral / active EE | $1,538 | $2,919-47.3% | $5,637-72.7% | $4,237-63.7% |
| Admin fee / account holder | $6,710 | $502+1236.9% | $14,673-54.3% | $593+1031.1% |