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 | $15,985 | $73,867-78.4% | $143,757-88.9% | $68,494-76.7% |
| Participation rate | 50.5% | 66.7%-16.1pp | 80.3%-29.8pp | 67.9%-17.3pp |
| Annual return | -18.48% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $956 | $3,184-70.0% | $4,951-80.7% | $2,596-63.2% |
| Participant deferral / active EE | $2,041 | $3,384-39.7% | $5,637-63.8% | $4,027-49.3% |
| Admin fee / account holder | $2,854 | $5,755-50.4% | $14,673-80.6% | $5,403-47.2% |