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 | $36,114 | $73,867-51.1% | $143,757-74.9% | $68,494-47.3% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.7pp |
| Annual return | -5.79% | 1.01%-6.8pp | -0.04%-5.7pp | -7.84%+2.1pp |
| Employer contribution / active EE | $846 | $3,184-73.4% | $4,951-82.9% | $2,596-67.4% |
| Participant deferral / active EE | $3,399 | $3,384+0.4% | $5,637-39.7% | $4,027-15.6% |
| Admin fee / account holder | $1,124 | $5,755-80.5% | $14,673-92.3% | $5,403-79.2% |