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 | $17,839 | $56,357-68.3% | $104,294-82.9% | $68,494-74.0% |
| Participation rate | 29.8% | 63.3%-33.5pp | 73.3%-43.5pp | 67.9%-38.1pp |
| Annual return | -16.98% | -9.19%-7.8pp | 24.61%-41.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $509 | $1,960-74.0% | $3,372-84.9% | $2,596-80.4% |
| Participant deferral / active EE | $1,838 | $3,077-40.3% | $4,625-60.3% | $4,027-54.4% |
| Admin fee / account holder | $2,044 | $4,903-58.3% | $7,339-72.1% | $5,403-62.2% |