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 | $47,317 | $45,152+4.8% | $73,843-35.9% | $59,632-20.7% |
| Participation rate | 17.5% | 64.0%-46.5pp | 73.4%-55.9pp | 68.7%-51.1pp |
| Annual return | -0.77% | 27.40%-28.2pp | 2267.84%-2268.6pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $766 | $1,902-59.7% | $2,787-72.5% | $2,203-65.2% |
| Participant deferral / active EE | $1,986 | $2,574-22.8% | $3,583-44.6% | $3,192-37.8% |
| Admin fee / account holder | $1,057 | $3,516-69.9% | $4,880-78.3% | $4,297-75.4% |