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 | $107,786 | $64,707+66.6% | $112,228-4.0% | $68,494+57.4% |
| Participation rate | 32.8% | 67.2%-34.3pp | 75.1%-42.2pp | 67.9%-35.1pp |
| Annual return | -14.97% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,859 | $3,565-47.8% | $4,728-60.7% | $4,027-53.8% |
| Admin fee / account holder | $2,662 | $5,232-49.1% | $6,410-58.5% | $5,403-50.7% |