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 | $16,021 | $73,867-78.3% | $143,757-88.9% | $68,494-76.6% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.8pp | 67.9%-19.4pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,108 | $3,184-65.2% | $4,951-77.6% | $2,596-57.3% |
| Participant deferral / active EE | $1,664 | $3,384-50.8% | $5,637-70.5% | $4,027-58.7% |
| Admin fee / account holder | $358 | $5,755-93.8% | $14,673-97.6% | $5,403-93.4% |