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 | $30,454 | $73,867-58.8% | $143,757-78.8% | $68,494-55.5% |
| Participation rate | 39.6% | 66.7%-27.1pp | 80.3%-40.7pp | 67.9%-28.3pp |
| Annual return | -19.34% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,856 | $3,184+21.1% | $4,951-22.1% | $2,596+48.5% |
| Participant deferral / active EE | $6,769 | $3,384+100.0% | $5,637+20.1% | $4,027+68.1% |
| Admin fee / account holder | $1,491 | $5,755-74.1% | $14,673-89.8% | $5,403-72.4% |