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 | $21,355 | $83,427-74.4% | $115,756-81.6% | $68,494-68.8% |
| Participation rate | 48.9% | 71.9%-23.0pp | 77.1%-28.2pp | 67.9%-19.0pp |
| Annual return | -14.25% | -10.95%-3.3pp | 143.14%-157.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,167 | $5,355-22.2% | $6,254-33.4% | $4,027+3.5% |
| Admin fee / account holder | $3,557 | $5,708-37.7% | $8,124-56.2% | $5,403-34.2% |