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 | $59,448 | $84,695-29.8% | $73,843-19.5% | $125,391-52.6% |
| Participation rate | 42.1% | 76.8%-34.7pp | 73.4%-31.3pp | 83.2%-41.1pp |
| Annual return | -2.35% | 3123.53%-3125.9pp | 2267.84%-2270.2pp | 282.22%-284.6pp |
| Employer contribution / active EE | $694 | $3,123-77.8% | $2,787-75.1% | $4,866-85.7% |
| Participant deferral / active EE | $1,883 | $3,992-52.8% | $3,583-47.5% | $5,352-64.8% |
| Admin fee / account holder | $502 | $5,691-91.2% | $4,880-89.7% | $9,540-94.7% |