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 | $18,302 | $82,286-77.8% | $68,791-73.4% | $134,475-86.4% |
| Participation rate | 52.9% | 75.1%-22.1pp | 69.0%-16.1pp | 81.2%-28.3pp |
| Annual return | -15.01% | -2.19%-12.8pp | -6.38%-8.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $935 | $3,301-71.7% | $2,655-64.8% | $4,740-80.3% |
| Participant deferral / active EE | $2,293 | $4,739-51.6% | $3,941-41.8% | $6,400-64.2% |
| Admin fee / account holder | $8,403 | $6,481+29.7% | $4,932+70.4% | $11,426-26.5% |