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 | $22,337 | $73,867-69.8% | $143,757-84.5% | $68,494-67.4% |
| Participation rate | 41.7% | 66.7%-25.0pp | 80.3%-38.6pp | 67.9%-26.2pp |
| Annual return | -8.57% | 1.01%-9.6pp | -0.04%-8.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,432 | $3,184-55.0% | $4,951-71.1% | $2,596-44.8% |
| Participant deferral / active EE | $2,386 | $3,384-29.5% | $5,637-57.7% | $4,027-40.7% |
| Admin fee / account holder | $499 | $5,755-91.3% | $14,673-96.6% | $5,403-90.8% |