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 6-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 | $22,816 | $73,867-69.1% | $143,757-84.1% | $68,494-66.7% |
| Participation rate | 54.9% | 66.7%-11.7pp | 80.3%-25.4pp | 67.9%-13.0pp |
| Annual return | -9.01% | 1.01%-10.0pp | -0.04%-9.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,268 | $3,184-60.2% | $4,951-74.4% | $2,596-51.2% |
| Participant deferral / active EE | $2,725 | $3,384-19.5% | $5,637-51.7% | $4,027-32.3% |
| Admin fee / account holder | $2,859 | $5,755-50.3% | $14,673-80.5% | $5,403-47.1% |