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 9-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 | $12,374 | $54,350-77.2% | $82,719-85.0% | $68,494-81.9% |
| Participation rate | 38.5% | 63.9%-25.5pp | 72.6%-34.1pp | 67.9%-29.4pp |
| Annual return | -6.67% | -13.67%+7.0pp | 701.18%-707.8pp | -7.84%+1.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,402 | $3,246-56.8% | $4,395-68.1% | $4,027-65.2% |
| Admin fee / account holder | $79,806 | $4,395+1715.7% | $5,329+1397.6% | $5,403+1377.1% |