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 | $33,271 | $45,152-26.3% | $73,843-54.9% | $59,632-44.2% |
| Participation rate | 32.9% | 64.0%-31.1pp | 73.4%-40.5pp | 68.7%-35.7pp |
| Annual return | -2.56% | 27.40%-30.0pp | 2267.84%-2270.4pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $665 | $1,902-65.0% | $2,787-76.1% | $2,203-69.8% |
| Participant deferral / active EE | $1,328 | $2,574-48.4% | $3,583-62.9% | $3,192-58.4% |
| Admin fee / account holder | $4,765 | $3,516+35.5% | $4,880-2.4% | $4,297+10.9% |