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 | $43,510 | $56,199-22.6% | $67,652-35.7% | $59,632-27.0% |
| Participation rate | 63.6% | 71.5%-7.8pp | 75.7%-12.0pp | 68.7%-5.0pp |
| Annual return | -0.45% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,525 | $1,614-5.5% | $2,266-32.7% | $2,203-30.8% |
| Participant deferral / active EE | $5,253 | $2,844+84.7% | $3,560+47.6% | $3,192+64.6% |
| Admin fee / account holder | $949 | $3,958-76.0% | $4,821-80.3% | $4,297-77.9% |