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 | $34,704 | $81,900-57.6% | $119,609-71.0% | $68,494-49.3% |
| Participation rate | 27.0% | 71.9%-44.9pp | 79.3%-52.3pp | 67.9%-40.9pp |
| Annual return | -13.88% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,966 | $4,148-52.6% | $5,602-64.9% | $4,027-51.2% |
| Admin fee / account holder | $13,643 | $6,582+107.3% | $10,323+32.2% | $5,403+152.5% |