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 9-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 | $11,954 | $73,867-83.8% | $143,757-91.7% | $68,494-82.5% |
| Participation rate | 17.8% | 66.7%-48.9pp | 80.3%-62.5pp | 67.9%-50.1pp |
| Annual return | -4.11% | 1.01%-5.1pp | -0.04%-4.1pp | -7.84%+3.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,433 | $3,384-28.1% | $5,637-56.8% | $4,027-39.6% |
| Admin fee / account holder | $12,125 | $5,755+110.7% | $14,673-17.4% | $5,403+124.4% |