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 | $12,078 | $42,894-71.8% | $60,874-80.2% | $68,494-82.4% |
| Participation rate | 32.3% | 66.8%-34.5pp | 73.1%-40.8pp | 67.9%-35.6pp |
| Annual return | 2.02% | -13.98%+16.0pp | 16.90%-14.9pp | -7.84%+9.9pp |
| Employer contribution / active EE | $539 | $1,978-72.8% | $2,701-80.1% | $2,596-79.3% |
| Participant deferral / active EE | $1,275 | $2,867-55.5% | $3,817-66.6% | $4,027-68.3% |
| Admin fee / account holder | $812 | $3,101-73.8% | $3,224-74.8% | $5,403-85.0% |