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 | $31,026 | $48,265-35.7% | $68,791-54.9% | $68,494-54.7% |
| Participation rate | 18.5% | 60.7%-42.2pp | 69.0%-50.5pp | 67.9%-49.4pp |
| Annual return | -17.59% | -12.71%-4.9pp | -6.38%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $866 | $1,829-52.6% | $2,655-67.4% | $2,596-66.6% |
| Participant deferral / active EE | $1,552 | $2,867-45.9% | $3,941-60.6% | $4,027-61.5% |
| Admin fee / account holder | $16,276 | $4,355+273.7% | $4,932+230.0% | $5,403+201.3% |