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 | $36,647 | $44,850-18.3% | $60,547-39.5% | $59,632-38.5% |
| Participation rate | 45.8% | 59.5%-13.6pp | 68.0%-22.1pp | 68.7%-22.8pp |
| Annual return | -2.45% | 1074.14%-1076.6pp | 335.64%-338.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $316 | $1,462-78.4% | $2,419-86.9% | $2,203-85.7% |
| Participant deferral / active EE | $1,212 | $2,230-45.6% | $3,328-63.6% | $3,192-62.0% |
| Admin fee / account holder | $1,170 | $3,635-67.8% | $4,536-74.2% | $4,297-72.8% |