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 | $26,123 | $44,850-41.8% | $60,547-56.9% | $59,632-56.2% |
| Participation rate | 38.5% | 59.5%-21.0pp | 68.0%-29.5pp | 68.7%-30.2pp |
| Annual return | -1.99% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $893 | $1,462-38.9% | $2,419-63.1% | $2,203-59.4% |
| Participant deferral / active EE | $1,138 | $2,230-49.0% | $3,328-65.8% | $3,192-64.3% |
| Admin fee / account holder | $1,522 | $3,635-58.1% | $4,536-66.5% | $4,297-64.6% |