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 | $37,657 | $56,484-33.3% | $169,463-77.8% | $64,186-41.3% |
| Participation rate | 28.0% | 64.5%-36.6pp | 77.8%-49.8pp | 69.6%-41.6pp |
| Annual return | -6.97% | -1.55%-5.4pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $326 | $1,832-82.2% | $4,159-92.2% | $2,381-86.3% |
| Participant deferral / active EE | $1,302 | $3,448-62.2% | $5,277-75.3% | $3,470-62.5% |
| Admin fee / account holder | $3,499 | $4,174-16.2% | $9,109-61.6% | $4,888-28.4% |