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 4-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 | $20,609 | $73,867-72.1% | $143,757-85.7% | $68,494-69.9% |
| Participation rate | 42.6% | 66.7%-24.1pp | 80.3%-37.8pp | 67.9%-25.3pp |
| Annual return | -9.77% | 1.01%-10.8pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $1,008 | $3,184-68.4% | $4,951-79.6% | $2,596-61.2% |
| Participant deferral / active EE | $1,561 | $3,384-53.9% | $5,637-72.3% | $4,027-61.2% |
| Admin fee / account holder | $402 | $5,755-93.0% | $14,673-97.3% | $5,403-92.6% |