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 | $26,559 | $58,851-54.9% | $115,157-76.9% | $72,985-63.6% |
| Participation rate | 39.3% | 65.5%-26.3pp | 75.9%-36.6pp | 69.5%-30.2pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $776 | $1,798-56.8% | $3,179-75.6% | $2,440-68.2% |
| Participant deferral / active EE | $1,053 | $2,643-60.1% | $4,168-74.7% | $3,607-70.8% |
| Admin fee / account holder | $14,430 | $6,370+126.5% | $7,088+103.6% | $5,124+181.6% |