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 | $38,347 | $56,199-31.8% | $67,652-43.3% | $59,632-35.7% |
| Participation rate | 69.7% | 71.5%-1.8pp | 75.7%-6.0pp | 68.7%+1.0pp |
| Annual return | -2.23% | 18505.31%-18507.5pp | 6625.04%-6627.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,509 | $1,614-6.5% | $2,266-33.4% | $2,203-31.5% |
| Participant deferral / active EE | $5,196 | $2,844+82.7% | $3,560+46.0% | $3,192+62.8% |
| Admin fee / account holder | $12,598 | $3,958+218.3% | $4,821+161.3% | $4,297+193.2% |