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 9-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 | $19,840 | $64,707-69.3% | $112,228-82.3% | $68,494-71.0% |
| Participation rate | 54.0% | 67.2%-13.2pp | 75.1%-21.1pp | 67.9%-13.9pp |
| Annual return | -18.18% | -11.40%-6.8pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,569 | $3,565-27.9% | $4,728-45.7% | $4,027-36.2% |
| Admin fee / account holder | $3,309 | $5,232-36.8% | $6,410-48.4% | $5,403-38.8% |