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 8-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 | $25,755 | $73,867-65.1% | $143,757-82.1% | $68,494-62.4% |
| Participation rate | 52.7% | 66.7%-13.9pp | 80.3%-27.6pp | 67.9%-15.2pp |
| Annual return | -16.28% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,303 | $3,184-59.1% | $4,951-73.7% | $2,596-49.8% |
| Participant deferral / active EE | $3,012 | $3,384-11.0% | $5,637-46.6% | $4,027-25.2% |
| Admin fee / account holder | $1,851 | $5,755-67.8% | $14,673-87.4% | $5,403-65.7% |