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 | $19,252 | $84,695-77.3% | $73,843-73.9% | $125,391-84.6% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -0.08% | 3123.53%-3123.6pp | 2267.84%-2267.9pp | 282.22%-282.3pp |
| Employer contribution / active EE | $928 | $3,123-70.3% | $2,787-66.7% | $4,866-80.9% |
| Participant deferral / active EE | $3,302 | $3,992-17.3% | $3,583-7.8% | $5,352-38.3% |
| Admin fee / account holder | $1,786 | $5,691-68.6% | $4,880-63.4% | $9,540-81.3% |