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 9-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 | $31,244 | $45,152-30.8% | $73,843-57.7% | $59,632-47.6% |
| Participation rate | 43.3% | 64.0%-20.7pp | 73.4%-30.2pp | 68.7%-25.4pp |
| Annual return | -1.00% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $447 | $1,902-76.5% | $2,787-84.0% | $2,203-79.7% |
| Participant deferral / active EE | $1,096 | $2,574-57.4% | $3,583-69.4% | $3,192-65.7% |
| Admin fee / account holder | $1,130 | $3,516-67.9% | $4,880-76.9% | $4,297-73.7% |