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 | $23,905 | $84,695-71.8% | $73,843-67.6% | $125,391-80.9% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.4%-43.4pp | 83.2%-53.2pp |
| Annual return | -2.51% | 3123.53%-3126.0pp | 2267.84%-2270.3pp | 282.22%-284.7pp |
| Employer contribution / active EE | $293 | $3,123-90.6% | $2,787-89.5% | $4,866-94.0% |
| Participant deferral / active EE | $2,276 | $3,992-43.0% | $3,583-36.5% | $5,352-57.5% |
| Admin fee / account holder | $5,672 | $5,691-0.3% | $4,880+16.2% | $9,540-40.5% |