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 | $19,752 | $59,805-67.0% | $79,550-75.2% | $68,494-71.2% |
| Participation rate | 39.6% | 61.1%-21.5pp | 69.5%-29.9pp | 67.9%-28.3pp |
| Annual return | -14.78% | -12.30%-2.5pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,911 | $3,024-3.8% | $3,985-27.0% | $4,027-27.7% |
| Admin fee / account holder | $1,607 | $4,835-66.8% | $6,832-76.5% | $5,403-70.2% |