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 | $72,293 | $44,850+61.2% | $60,547+19.4% | $59,632+21.2% |
| Participation rate | 54.8% | 59.5%-4.7pp | 68.0%-13.2pp | 68.7%-13.9pp |
| Annual return | 0.82% | 1074.14%-1073.3pp | 335.64%-334.8pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,260 | $1,462-13.8% | $2,419-47.9% | $2,203-42.8% |
| Participant deferral / active EE | $3,424 | $2,230+53.6% | $3,328+2.9% | $3,192+7.3% |
| Admin fee / account holder | $2,854 | $3,635-21.5% | $4,536-37.1% | $4,297-33.6% |