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 | $18,016 | $56,357-68.0% | $104,294-82.7% | $68,494-73.7% |
| Participation rate | 30.4% | 63.3%-32.9pp | 73.3%-42.9pp | 67.9%-37.5pp |
| Annual return | -19.20% | -9.19%-10.0pp | 24.61%-43.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $831 | $1,960-57.6% | $3,372-75.4% | $2,596-68.0% |
| Participant deferral / active EE | $1,309 | $3,077-57.4% | $4,625-71.7% | $4,027-67.5% |
| Admin fee / account holder | $871 | $4,903-82.2% | $7,339-88.1% | $5,403-83.9% |