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 | $20,902 | $56,484-63.0% | $169,463-87.7% | $64,186-67.4% |
| Participation rate | 59.4% | 64.5%-5.2pp | 77.8%-18.4pp | 69.6%-10.2pp |
| Annual return | -3.52% | -1.55%-2.0pp | 1.83%-5.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $995 | $1,832-45.7% | $4,159-76.1% | $2,381-58.2% |
| Participant deferral / active EE | $2,223 | $3,448-35.5% | $5,277-57.9% | $3,470-35.9% |
| Admin fee / account holder | $10,888 | $4,174+160.8% | $9,109+19.5% | $4,888+122.7% |