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 3-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 | $41,348 | $73,004-43.4% | $90,749-54.4% | $68,494-39.6% |
| Participation rate | 63.0% | 70.8%-7.9pp | 75.7%-12.7pp | 67.9%-4.9pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,463 | $2,193-33.3% | $2,921-49.9% | $2,596-43.7% |
| Participant deferral / active EE | $2,119 | $3,627-41.6% | $4,564-53.6% | $4,027-47.4% |
| Admin fee / account holder | $1,211 | $5,896-79.5% | $8,445-85.7% | $5,403-77.6% |