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 | $13,320 | $45,152-70.5% | $73,843-82.0% | $59,632-77.7% |
| Participation rate | 39.4% | 64.0%-24.6pp | 73.4%-34.0pp | 68.7%-29.3pp |
| Annual return | -0.44% | 27.40%-27.8pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $217 | $1,902-88.6% | $2,787-92.2% | $2,203-90.1% |
| Participant deferral / active EE | $1,289 | $2,574-49.9% | $3,583-64.0% | $3,192-59.6% |
| Admin fee / account holder | $2,768 | $3,516-21.3% | $4,880-43.3% | $4,297-35.6% |