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 | $37,572 | $59,805-37.2% | $79,550-52.8% | $68,494-45.1% |
| Participation rate | 53.6% | 61.1%-7.5pp | 69.5%-15.9pp | 67.9%-14.3pp |
| Annual return | -17.27% | -12.30%-5.0pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $627 | $1,505-58.4% | $2,413-74.0% | $2,596-75.9% |
| Participant deferral / active EE | $2,139 | $3,024-29.3% | $3,985-46.3% | $4,027-46.9% |
| Admin fee / account holder | $1,107 | $4,835-77.1% | $6,832-83.8% | $5,403-79.5% |