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 | $16,211 | $73,867-78.1% | $143,757-88.7% | $68,494-76.3% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.7pp |
| Annual return | 4.91% | 1.01%+3.9pp | -0.04%+4.9pp | -7.84%+12.8pp |
| Employer contribution / active EE | $1,687 | $3,184-47.0% | $4,951-65.9% | $2,596-35.0% |
| Participant deferral / active EE | $3,297 | $3,384-2.6% | $5,637-41.5% | $4,027-18.1% |
| Admin fee / account holder | $1,017 | $5,755-82.3% | $14,673-93.1% | $5,403-81.2% |