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 | $12,692 | $48,265-73.7% | $68,791-81.5% | $68,494-81.5% |
| Participation rate | 29.2% | 60.7%-31.5pp | 69.0%-39.9pp | 67.9%-38.7pp |
| Annual return | -11.36% | -12.71%+1.3pp | -6.38%-5.0pp | -7.84%-3.5pp |
| Employer contribution / active EE | $377 | $1,829-79.4% | $2,655-85.8% | $2,596-85.5% |
| Participant deferral / active EE | $1,036 | $2,867-63.9% | $3,941-73.7% | $4,027-74.3% |
| Admin fee / account holder | $804 | $4,355-81.5% | $4,932-83.7% | $5,403-85.1% |