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 | $34,640 | $45,152-23.3% | $73,843-53.1% | $59,632-41.9% |
| Participation rate | 54.4% | 64.0%-9.6pp | 73.4%-19.0pp | 68.7%-14.2pp |
| Annual return | -2.42% | 27.40%-29.8pp | 2267.84%-2270.3pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $409 | $1,902-78.5% | $2,787-85.3% | $2,203-81.4% |
| Participant deferral / active EE | $1,248 | $2,574-51.5% | $3,583-65.2% | $3,192-60.9% |
| Admin fee / account holder | $2,415 | $3,516-31.3% | $4,880-50.5% | $4,297-43.8% |