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 | $38,380 | $45,152-15.0% | $73,843-48.0% | $59,632-35.6% |
| Participation rate | 32.6% | 64.0%-31.5pp | 73.4%-40.9pp | 68.7%-36.1pp |
| Annual return | -0.77% | 27.40%-28.2pp | 2267.84%-2268.6pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $685 | $1,902-64.0% | $2,787-75.4% | $2,203-68.9% |
| Participant deferral / active EE | $1,149 | $2,574-55.4% | $3,583-67.9% | $3,192-64.0% |
| Admin fee / account holder | $2,248 | $3,516-36.1% | $4,880-53.9% | $4,297-47.7% |