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 | $73,091 | $48,265+51.4% | $68,791+6.3% | $68,494+6.7% |
| Participation rate | 56.0% | 60.7%-4.7pp | 69.0%-13.0pp | 67.9%-11.9pp |
| Annual return | -17.32% | -12.71%-4.6pp | -6.38%-10.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,605 | $2,867+25.7% | $3,941-8.5% | $4,027-10.5% |
| Admin fee / account holder | $11,832 | $4,355+171.7% | $4,932+139.9% | $5,403+119.0% |