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 | $10,002 | $73,867-86.5% | $143,757-93.0% | $68,494-85.4% |
| Participation rate | 28.3% | 66.7%-38.4pp | 80.3%-52.0pp | 67.9%-39.6pp |
| Annual return | -17.39% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $452 | $3,184-85.8% | $4,951-90.9% | $2,596-82.6% |
| Participant deferral / active EE | $1,071 | $3,384-68.3% | $5,637-81.0% | $4,027-73.4% |
| Admin fee / account holder | $1,185 | $5,755-79.4% | $14,673-91.9% | $5,403-78.1% |