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 8-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 | $56,392 | $49,280+14.4% | $67,313-16.2% | $64,186-12.1% |
| Participation rate | 44.9% | 60.8%-15.9pp | 69.1%-24.2pp | 69.6%-24.7pp |
| Annual return | -1.94% | -1.39%-0.6pp | -4.08%+2.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,343 | $2,484-5.7% | $3,568-34.3% | $3,470-32.5% |
| Admin fee / account holder | $10,188 | $3,863+163.8% | $4,507+126.1% | $4,888+108.4% |