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 | $50,162 | $95,862-47.7% | $79,550-36.9% | $134,475-62.7% |
| Participation rate | 45.8% | 75.0%-29.2pp | 69.5%-23.7pp | 81.2%-35.4pp |
| Annual return | -13.23% | -2.69%-10.5pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $752 | $3,128-76.0% | $2,413-68.8% | $4,740-84.1% |
| Participant deferral / active EE | $2,013 | $4,693-57.1% | $3,985-49.5% | $6,400-68.5% |
| Admin fee / account holder | $47,326 | $9,126+418.6% | $6,832+592.7% | $11,426+314.2% |