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 | $19,451 | $64,707-69.9% | $112,228-82.7% | $68,494-71.6% |
| Participation rate | 48.8% | 67.2%-18.3pp | 75.1%-26.2pp | 67.9%-19.1pp |
| Annual return | -14.22% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,569 | $3,565+56.2% | $4,728+17.8% | $4,027+38.3% |
| Admin fee / account holder | $6,888 | $5,232+31.6% | $6,410+7.5% | $5,403+27.5% |