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 6-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 | $72,445 | $64,871+11.7% | $129,110-43.9% | $66,914+8.3% |
| Participation rate | 47.2% | 74.0%-26.7pp | 77.3%-30.0pp | 69.8%-22.6pp |
| Annual return | -15.07% | -12.21%-2.9pp | -10.94%-4.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | $5,052-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,360 | $5,090-34.0% | $6,542-48.6% | $4,237-20.7% |
| Admin fee / account holder | $1,778 | $629+182.6% | $14,302-87.6% | $593+199.6% |