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 3-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 | $18,433 | $84,695-78.2% | $73,843-75.0% | $125,391-85.3% |
| Participation rate | 60.9% | 76.8%-15.9pp | 73.4%-12.6pp | 83.2%-22.3pp |
| Annual return | -3.32% | 3123.53%-3126.8pp | 2267.84%-2271.2pp | 282.22%-285.5pp |
| Employer contribution / active EE | $39 | $3,123-98.8% | $2,787-98.6% | $4,866-99.2% |
| Participant deferral / active EE | $1,941 | $3,992-51.4% | $3,583-45.8% | $5,352-63.7% |
| Admin fee / account holder | $1,476 | $5,691-74.1% | $4,880-69.8% | $9,540-84.5% |