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 10-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 | $53,071 | $86,655-38.8% | $119,609-55.6% | $66,914-20.7% |
| Participation rate | 39.3% | 75.6%-36.2pp | 79.3%-39.9pp | 69.8%-30.5pp |
| Annual return | -15.94% | -8.00%-7.9pp | -14.97%-1.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,574 | $4,358-40.9% | $5,602-54.0% | $4,237-39.2% |
| Admin fee / account holder | $1,295 | $755+71.6% | $10,323-87.5% | $593+118.3% |