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 7-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 | $36,112 | $46,674-22.6% | $117,472-69.3% | $68,494-47.3% |
| Participation rate | 39.3% | 56.8%-17.5pp | 70.6%-31.3pp | 67.9%-28.6pp |
| Annual return | -17.90% | -14.52%-3.4pp | 29.74%-47.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,658 | $2,636+76.7% | $4,070+14.4% | $4,027+15.7% |
| Admin fee / account holder | $8,103 | $4,020+101.6% | $5,645+43.6% | $5,403+50.0% |