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 | $34,438 | $45,152-23.7% | $73,843-53.4% | $59,632-42.2% |
| Participation rate | 44.7% | 64.0%-19.3pp | 73.4%-28.8pp | 68.7%-24.0pp |
| Annual return | -0.84% | 27.40%-28.2pp | 2267.84%-2268.7pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $280 | $1,902-85.3% | $2,787-90.0% | $2,203-87.3% |
| Participant deferral / active EE | $1,391 | $2,574-46.0% | $3,583-61.2% | $3,192-56.4% |
| Admin fee / account holder | $17,133 | $3,516+387.3% | $4,880+251.1% | $4,297+298.7% |