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 | $35,427 | $83,427-57.5% | $115,756-69.4% | $68,494-48.3% |
| Participation rate | 32.4% | 71.9%-39.5pp | 77.1%-44.7pp | 67.9%-35.5pp |
| Annual return | -6.11% | -10.95%+4.8pp | 143.14%-149.3pp | -7.84%+1.7pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,943 | $5,355-45.0% | $6,254-52.9% | $4,027-26.9% |
| Admin fee / account holder | $2,204 | $5,708-61.4% | $8,124-72.9% | $5,403-59.2% |