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 | $21,079 | $73,867-71.5% | $143,757-85.3% | $68,494-69.2% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -14.64% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $590 | $3,184-81.5% | $4,951-88.1% | $2,596-77.3% |
| Participant deferral / active EE | $1,185 | $3,384-65.0% | $5,637-79.0% | $4,027-70.6% |
| Admin fee / account holder | $2,410 | $5,755-58.1% | $14,673-83.6% | $5,403-55.4% |