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 7-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 | $41,284 | $110,094-62.5% | $151,611-72.8% | $68,494-39.7% |
| Participation rate | 60.5% | 84.0%-23.5pp | 87.5%-27.0pp | 67.9%-7.4pp |
| Annual return | -15.62% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,271 | $6,527+42.0% | $8,363+10.9% | $4,027+130.2% |
| Admin fee / account holder | $7,210 | $7,719-6.6% | $11,616-37.9% | $5,403+33.5% |