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 5-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 | $67,245 | $81,900-17.9% | $119,609-43.8% | $68,494-1.8% |
| Participation rate | 63.3% | 71.9%-8.6pp | 79.3%-15.9pp | 67.9%-4.6pp |
| Annual return | -16.66% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,240 | $4,148+50.4% | $5,602+11.4% | $4,027+54.9% |
| Admin fee / account holder | $7,969 | $6,582+21.1% | $10,323-22.8% | $5,403+47.5% |