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 | $38,536 | $64,707-40.4% | $112,228-65.7% | $68,494-43.7% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -7.32% | -11.40%+4.1pp | 27.45%-34.8pp | -7.84%+0.5pp |
| Employer contribution / active EE | $839 | $2,746-69.5% | $3,635-76.9% | $2,596-67.7% |
| Participant deferral / active EE | $1,924 | $3,565-46.0% | $4,728-59.3% | $4,027-52.2% |
| Admin fee / account holder | $20,483 | $5,232+291.5% | $6,410+219.6% | $5,403+279.1% |