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 6-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 | $24,715 | $53,162-53.5% | $91,220-72.9% | $68,494-63.9% |
| Participation rate | 30.4% | 63.2%-32.8pp | 73.2%-42.8pp | 67.9%-37.5pp |
| Annual return | -18.14% | -3.14%-15.0pp | 114.01%-132.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,472 | $2,974-50.5% | $4,234-65.2% | $4,027-63.5% |
| Admin fee / account holder | $1,089 | $4,493-75.8% | $5,420-79.9% | $5,403-79.8% |