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 9-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 | $10,974 | $73,867-85.1% | $143,757-92.4% | $68,494-84.0% |
| Participation rate | 31.4% | 66.7%-35.3pp | 80.3%-48.9pp | 67.9%-36.5pp |
| Annual return | -17.45% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $649 | $3,184-79.6% | $4,951-86.9% | $2,596-75.0% |
| Participant deferral / active EE | $2,118 | $3,384-37.4% | $5,637-62.4% | $4,027-47.4% |
| Admin fee / account holder | $1,594 | $5,755-72.3% | $14,673-89.1% | $5,403-70.5% |