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 | $31,398 | $56,357-44.3% | $104,294-69.9% | $68,494-54.2% |
| Participation rate | 45.8% | 63.3%-17.5pp | 73.3%-27.5pp | 67.9%-22.1pp |
| Annual return | 0.79% | -9.19%+10.0pp | 24.61%-23.8pp | -7.84%+8.6pp |
| Employer contribution / active EE | $6,083 | $1,960+210.3% | $3,372+80.4% | $2,596+134.3% |
| Participant deferral / active EE | $5,365 | $3,077+74.3% | $4,625+16.0% | $4,027+33.2% |
| Admin fee / account holder | $3,823 | $4,903-22.0% | $7,339-47.9% | $5,403-29.2% |