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 10-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 | $22,495 | $56,199-60.0% | $67,652-66.7% | $59,632-62.3% |
| Participation rate | 65.3% | 71.5%-6.2pp | 75.7%-10.4pp | 68.7%-3.4pp |
| Annual return | 0.45% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $743 | $1,614-54.0% | $2,266-67.2% | $2,203-66.3% |
| Participant deferral / active EE | $2,174 | $2,844-23.5% | $3,560-38.9% | $3,192-31.9% |
| Admin fee / account holder | $2,066 | $3,958-47.8% | $4,821-57.1% | $4,297-51.9% |