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 | $50,676 | $56,357-10.1% | $104,294-51.4% | $68,494-26.0% |
| Participation rate | 41.0% | 63.3%-22.2pp | 73.3%-32.2pp | 67.9%-26.9pp |
| Annual return | -16.01% | -9.19%-6.8pp | 24.61%-40.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,017 | $3,077-2.0% | $4,625-34.8% | $4,027-25.1% |
| Admin fee / account holder | $570 | $4,903-88.4% | $7,339-92.2% | $5,403-89.5% |