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 3-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 | $29,884 | $84,695-64.7% | $73,843-59.5% | $125,391-76.2% |
| Participation rate | 53.3% | 76.8%-23.4pp | 73.4%-20.1pp | 83.2%-29.9pp |
| Annual return | -1.28% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,901 | $3,123-39.1% | $2,787-31.8% | $4,866-60.9% |
| Participant deferral / active EE | $3,047 | $3,992-23.7% | $3,583-15.0% | $5,352-43.1% |
| Admin fee / account holder | $4,398 | $5,691-22.7% | $4,880-9.9% | $9,540-53.9% |