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 8-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 | $16,567 | $53,162-68.8% | $91,220-81.8% | $68,494-75.8% |
| Participation rate | 53.8% | 63.2%-9.4pp | 73.2%-19.4pp | 67.9%-14.0pp |
| Annual return | -19.30% | -3.14%-16.2pp | 114.01%-133.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,096 | $1,709-35.9% | $2,850-61.5% | $2,596-57.8% |
| Participant deferral / active EE | $2,824 | $2,974-5.0% | $4,234-33.3% | $4,027-29.9% |
| Admin fee / account holder | $687 | $4,493-84.7% | $5,420-87.3% | $5,403-87.3% |