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 5-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 | $30,253 | $73,867-59.0% | $143,757-79.0% | $68,494-55.8% |
| Participation rate | 42.6% | 66.7%-24.1pp | 80.3%-37.7pp | 67.9%-25.3pp |
| Annual return | -10.05% | 1.01%-11.1pp | -0.04%-10.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,256 | $3,184-60.6% | $4,951-74.6% | $2,596-51.6% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,207 | $5,755-79.0% | $14,673-91.8% | $5,403-77.7% |