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 | $23,511 | $56,484-58.4% | $169,463-86.1% | $64,186-63.4% |
| Participation rate | 44.4% | 64.5%-20.1pp | 77.8%-33.3pp | 69.6%-25.1pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,341 | $1,832-26.8% | $4,159-67.8% | $2,381-43.7% |
| Participant deferral / active EE | $2,419 | $3,448-29.8% | $5,277-54.2% | $3,470-30.3% |
| Admin fee / account holder | $1,711 | $4,174-59.0% | $9,109-81.2% | $4,888-65.0% |