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 | $39,662 | $73,867-46.3% | $143,757-72.4% | $68,494-42.1% |
| Participation rate | 55.2% | 66.7%-11.5pp | 80.3%-25.1pp | 67.9%-12.7pp |
| Annual return | -14.84% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,054 | $3,384+19.8% | $5,637-28.1% | $4,027+0.7% |
| Admin fee / account holder | $3,348 | $5,755-41.8% | $14,673-77.2% | $5,403-38.0% |