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 | $15,881 | $45,152-64.8% | $73,843-78.5% | $59,632-73.4% |
| Participation rate | 66.7% | 64.0%+2.6pp | 73.4%-6.8pp | 68.7%-2.0pp |
| Annual return | 0.23% | 27.40%-27.2pp | 2267.84%-2267.6pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,033 | $2,574-59.9% | $3,583-71.2% | $3,192-67.6% |
| Admin fee / account holder | $405 | $3,516-88.5% | $4,880-91.7% | $4,297-90.6% |