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 | $21,975 | $73,867-70.3% | $143,757-84.7% | $68,494-67.9% |
| Participation rate | 32.7% | 66.7%-34.0pp | 80.3%-47.6pp | 67.9%-35.2pp |
| Annual return | -17.63% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $717 | $3,184-77.5% | $4,951-85.5% | $2,596-72.4% |
| Participant deferral / active EE | $1,063 | $3,384-68.6% | $5,637-81.1% | $4,027-73.6% |
| Admin fee / account holder | $2,187 | $5,755-62.0% | $14,673-85.1% | $5,403-59.5% |