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 | $20,325 | $48,265-57.9% | $68,791-70.5% | $68,494-70.3% |
| Participation rate | 53.3% | 60.7%-7.3pp | 69.0%-15.7pp | 67.9%-14.6pp |
| Annual return | -16.68% | -12.71%-4.0pp | -6.38%-10.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $432 | $1,829-76.4% | $2,655-83.7% | $2,596-83.4% |
| Participant deferral / active EE | $2,516 | $2,867-12.2% | $3,941-36.2% | $4,027-37.5% |
| Admin fee / account holder | $388 | $4,355-91.1% | $4,932-92.1% | $5,403-92.8% |