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 | $45,229 | $45,566-0.7% | $64,105-29.4% | $59,632-24.2% |
| Participation rate | 24.1% | 60.2%-36.0pp | 68.2%-44.0pp | 68.7%-44.5pp |
| Annual return | -0.38% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $959 | $934+2.7% | $1,820-47.3% | $2,203-56.5% |
| Participant deferral / active EE | $2,118 | $2,057+3.0% | $2,822-25.0% | $3,192-33.7% |
| Admin fee / account holder | $625 | $3,268-80.9% | $4,499-86.1% | $4,297-85.5% |