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 | $146,665 | $110,094+33.2% | $151,611-3.3% | $68,494+114.1% |
| Participation rate | 69.4% | 84.0%-14.6pp | 87.5%-18.1pp | 67.9%+1.5pp |
| Annual return | -17.75% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,229 | $6,527+102.7% | $8,363+58.2% | $4,027+228.5% |
| Admin fee / account holder | $15,538 | $7,719+101.3% | $11,616+33.8% | $5,403+187.6% |