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 6-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 | $18,782 | $55,706-66.3% | $75,886-75.2% | $72,985-74.3% |
| Participation rate | 45.2% | 61.1%-16.0pp | 69.3%-24.1pp | 69.5%-24.3pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $881 | $1,687-47.7% | $2,500-64.8% | $2,440-63.9% |
| Participant deferral / active EE | $1,482 | $2,634-43.7% | $3,603-58.9% | $3,607-58.9% |
| Admin fee / account holder | $2,033 | $3,978-48.9% | $5,418-62.5% | $5,124-60.3% |