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 | $13,693 | $48,265-71.6% | $68,791-80.1% | $68,494-80.0% |
| Participation rate | 36.8% | 60.7%-23.8pp | 69.0%-32.2pp | 67.9%-31.0pp |
| Annual return | 5.20% | -12.71%+17.9pp | -6.38%+11.6pp | -7.84%+13.0pp |
| Employer contribution / active EE | $687 | $1,829-62.4% | $2,655-74.1% | $2,596-73.5% |
| Participant deferral / active EE | $1,726 | $2,867-39.8% | $3,941-56.2% | $4,027-57.1% |
| Admin fee / account holder | $3,630 | $4,355-16.7% | $4,932-26.4% | $5,403-32.8% |