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 | $34,847 | $73,867-52.8% | $143,757-75.8% | $68,494-49.1% |
| Participation rate | 29.4% | 66.7%-37.2pp | 80.3%-50.9pp | 67.9%-38.5pp |
| Annual return | -12.06% | 1.01%-13.1pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,299 | $3,184-59.2% | $4,951-73.8% | $2,596-50.0% |
| Participant deferral / active EE | $1,439 | $3,384-57.5% | $5,637-74.5% | $4,027-64.3% |
| Admin fee / account holder | $676 | $5,755-88.2% | $14,673-95.4% | $5,403-87.5% |