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 | $31,056 | $61,660-49.6% | $80,019-61.2% | $64,186-51.6% |
| Participation rate | 58.2% | 71.7%-13.5pp | 75.8%-17.6pp | 69.6%-11.4pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $516 | $1,810-71.5% | $2,468-79.1% | $2,381-78.3% |
| Participant deferral / active EE | $1,447 | $2,968-51.2% | $3,686-60.7% | $3,470-58.3% |
| Admin fee / account holder | $317 | $5,417-94.2% | $6,521-95.1% | $4,888-93.5% |