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 | $15,226 | $73,867-79.4% | $143,757-89.4% | $68,494-77.8% |
| Participation rate | 32.9% | 66.7%-33.7pp | 80.3%-47.4pp | 67.9%-35.0pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $571 | $3,184-82.1% | $4,951-88.5% | $2,596-78.0% |
| Participant deferral / active EE | $1,615 | $3,384-52.3% | $5,637-71.4% | $4,027-59.9% |
| Admin fee / account holder | $1,426 | $5,755-75.2% | $14,673-90.3% | $5,403-73.6% |