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 | $31,691 | $48,265-34.3% | $68,791-53.9% | $68,494-53.7% |
| Participation rate | 45.0% | 60.7%-15.7pp | 69.0%-24.0pp | 67.9%-22.9pp |
| Annual return | -16.62% | -12.71%-3.9pp | -6.38%-10.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $534 | $1,829-70.8% | $2,655-79.9% | $2,596-79.4% |
| Participant deferral / active EE | $2,124 | $2,867-25.9% | $3,941-46.1% | $4,027-47.3% |
| Admin fee / account holder | $535 | $4,355-87.7% | $4,932-89.2% | $5,403-90.1% |