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 | $68,545 | $46,674+46.9% | $117,472-41.7% | $68,494+0.1% |
| Participation rate | 48.3% | 56.8%-8.5pp | 70.6%-22.3pp | 67.9%-19.6pp |
| Annual return | -18.51% | -14.52%-4.0pp | 29.74%-48.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,770 | $2,636+118.9% | $4,070+41.8% | $4,027+43.3% |
| Admin fee / account holder | $1,126 | $4,020-72.0% | $5,645-80.1% | $5,403-79.2% |