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 6-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 | $27,351 | $73,867-63.0% | $143,757-81.0% | $68,494-60.1% |
| Participation rate | 38.7% | 66.7%-27.9pp | 80.3%-41.6pp | 67.9%-29.2pp |
| Annual return | -14.48% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $606 | $3,184-81.0% | $4,951-87.8% | $2,596-76.7% |
| Participant deferral / active EE | $1,270 | $3,384-62.5% | $5,637-77.5% | $4,027-68.5% |
| Admin fee / account holder | $5,204 | $5,755-9.6% | $14,673-64.5% | $5,403-3.7% |