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 7-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 | $14,432 | $73,867-80.5% | $143,757-90.0% | $68,494-78.9% |
| Participation rate | 53.1% | 66.7%-13.5pp | 80.3%-27.2pp | 67.9%-14.8pp |
| Annual return | -10.51% | 1.01%-11.5pp | -0.04%-10.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,262 | $3,184-60.4% | $4,951-74.5% | $2,596-51.4% |
| Participant deferral / active EE | $2,710 | $3,384-19.9% | $5,637-51.9% | $4,027-32.7% |
| Admin fee / account holder | $416 | $5,755-92.8% | $14,673-97.2% | $5,403-92.3% |