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 | $36,823 | $42,383-13.1% | $76,523-51.9% | $64,186-42.6% |
| Participation rate | 25.0% | 58.1%-33.1pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | -0.05% | -16.54%+16.5pp | -0.27%+0.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $437 | $1,563-72.1% | $2,647-83.5% | $2,381-81.7% |
| Participant deferral / active EE | $1,301 | $2,566-49.3% | $3,835-66.1% | $3,470-62.5% |
| Admin fee / account holder | $837 | $3,198-73.8% | $4,848-82.7% | $4,888-82.9% |