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 8-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 | $17,319 | $73,867-76.6% | $143,757-88.0% | $68,494-74.7% |
| Participation rate | 37.3% | 66.7%-29.4pp | 80.3%-43.1pp | 67.9%-30.6pp |
| Annual return | -15.85% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $832 | $3,184-73.9% | $4,951-83.2% | $2,596-68.0% |
| Participant deferral / active EE | $1,575 | $3,384-53.5% | $5,637-72.1% | $4,027-60.9% |
| Admin fee / account holder | $9,853 | $5,755+71.2% | $14,673-32.9% | $5,403+82.4% |