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 | $30,678 | $73,867-58.5% | $143,757-78.7% | $68,494-55.2% |
| Participation rate | 10.9% | 66.7%-55.8pp | 80.3%-69.4pp | 67.9%-57.0pp |
| Annual return | -18.87% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $593 | $3,184-81.4% | $4,951-88.0% | $2,596-77.1% |
| Participant deferral / active EE | $1,450 | $3,384-57.2% | $5,637-74.3% | $4,027-64.0% |
| Admin fee / account holder | $1,486 | $5,755-74.2% | $14,673-89.9% | $5,403-72.5% |