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 | $27,152 | $73,867-63.2% | $143,757-81.1% | $68,494-60.4% |
| Participation rate | 38.8% | 66.7%-27.8pp | 80.3%-41.5pp | 67.9%-29.1pp |
| Annual return | -14.27% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $611 | $3,184-80.8% | $4,951-87.6% | $2,596-76.4% |
| Participant deferral / active EE | $1,026 | $3,384-69.7% | $5,637-81.8% | $4,027-74.5% |
| Admin fee / account holder | $4,083 | $5,755-29.0% | $14,673-72.2% | $5,403-24.4% |