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 | $46,584 | $72,404-35.7% | $110,238-57.7% | $64,186-27.4% |
| Participation rate | 39.3% | 73.3%-34.0pp | 79.8%-40.5pp | 69.6%-30.2pp |
| Annual return | -7.35% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,598 | $3,469-25.1% | $4,672-44.4% | $3,470-25.1% |
| Admin fee / account holder | $1,028 | $5,664-81.9% | $8,547-88.0% | $4,888-79.0% |