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 | $33,931 | $45,152-24.9% | $73,843-54.1% | $59,632-43.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | -2.30% | 27.40%-29.7pp | 2267.84%-2270.1pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $642 | $1,902-66.2% | $2,787-77.0% | $2,203-70.9% |
| Participant deferral / active EE | $1,603 | $2,574-37.7% | $3,583-55.2% | $3,192-49.8% |
| Admin fee / account holder | $1,541 | $3,516-56.2% | $4,880-68.4% | $4,297-64.1% |