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 | $19,690 | $44,850-56.1% | $60,547-67.5% | $59,632-67.0% |
| Participation rate | 55.7% | 59.5%-3.8pp | 68.0%-12.2pp | 68.7%-13.0pp |
| Annual return | 0.98% | 1074.14%-1073.2pp | 335.64%-334.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $419 | $1,462-71.3% | $2,419-82.7% | $2,203-81.0% |
| Participant deferral / active EE | $1,678 | $2,230-24.8% | $3,328-49.6% | $3,192-47.4% |
| Admin fee / account holder | $920 | $3,635-74.7% | $4,536-79.7% | $4,297-78.6% |