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 | $42,549 | $49,451-14.0% | $79,550-46.5% | $66,914-36.4% |
| Participation rate | 32.0% | 61.3%-29.3pp | 69.5%-37.4pp | 69.8%-37.8pp |
| Annual return | -18.03% | 84.25%-102.3pp | 0.16%-18.2pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,747 | $3,159-44.7% | $3,985-56.2% | $4,237-58.8% |
| Admin fee / account holder | $2,284 | $595+284.1% | $6,832-66.6% | $593+284.9% |