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 | $15,941 | $73,867-78.4% | $143,757-88.9% | $68,494-76.7% |
| Participation rate | 46.3% | 66.7%-20.3pp | 80.3%-34.0pp | 67.9%-21.5pp |
| Annual return | -16.36% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $945 | $3,184-70.3% | $4,951-80.9% | $2,596-63.6% |
| Participant deferral / active EE | $1,041 | $3,384-69.2% | $5,637-81.5% | $4,027-74.2% |
| Admin fee / account holder | $5,811 | $5,755+1.0% | $14,673-60.4% | $5,403+7.6% |