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 | $25,296 | $45,152-44.0% | $73,843-65.7% | $59,632-57.6% |
| Participation rate | 64.0% | 64.0%-0.1pp | 73.4%-9.5pp | 68.7%-4.7pp |
| Annual return | -0.55% | 27.40%-27.9pp | 2267.84%-2268.4pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $614 | $1,902-67.7% | $2,787-78.0% | $2,203-72.1% |
| Participant deferral / active EE | $1,041 | $2,574-59.6% | $3,583-71.0% | $3,192-67.4% |
| Admin fee / account holder | $8,098 | $3,516+130.3% | $4,880+65.9% | $4,297+88.5% |