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 4-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 | $12,332 | $73,867-83.3% | $143,757-91.4% | $68,494-82.0% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -17.48% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $942 | $3,184-70.4% | $4,951-81.0% | $2,596-63.7% |
| Participant deferral / active EE | $1,815 | $3,384-46.4% | $5,637-67.8% | $4,027-54.9% |
| Admin fee / account holder | $5,749 | $5,755-0.1% | $14,673-60.8% | $5,403+6.4% |