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 | $33,576 | $56,199-40.3% | $67,652-50.4% | $59,632-43.7% |
| Participation rate | 55.1% | 71.5%-16.4pp | 75.7%-20.6pp | 68.7%-13.6pp |
| Annual return | -1.48% | 18505.31%-18506.8pp | 6625.04%-6626.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $593 | $1,614-63.3% | $2,266-73.8% | $2,203-73.1% |
| Participant deferral / active EE | $1,405 | $2,844-50.6% | $3,560-60.5% | $3,192-56.0% |
| Admin fee / account holder | $567 | $3,958-85.7% | $4,821-88.2% | $4,297-86.8% |