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 | $17,804 | $48,265-63.1% | $68,791-74.1% | $68,494-74.0% |
| Participation rate | 32.6% | 60.7%-28.1pp | 69.0%-36.4pp | 67.9%-35.3pp |
| Annual return | -15.16% | -12.71%-2.5pp | -6.38%-8.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $811 | $1,829-55.7% | $2,655-69.5% | $2,596-68.8% |
| Participant deferral / active EE | $1,478 | $2,867-48.4% | $3,941-62.5% | $4,027-63.3% |
| Admin fee / account holder | $1,953 | $4,355-55.1% | $4,932-60.4% | $5,403-63.8% |