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 | $26,610 | $56,199-52.7% | $67,652-60.7% | $59,632-55.4% |
| Participation rate | 63.9% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | -2.24% | 18505.31%-18507.6pp | 6625.04%-6627.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $552 | $1,614-65.8% | $2,266-75.6% | $2,203-74.9% |
| Participant deferral / active EE | $1,330 | $2,844-53.2% | $3,560-62.7% | $3,192-58.3% |
| Admin fee / account holder | $1,499 | $3,958-62.1% | $4,821-68.9% | $4,297-65.1% |