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 | $36,319 | $44,850-19.0% | $60,547-40.0% | $59,632-39.1% |
| Participation rate | 69.4% | 59.5%+10.0pp | 68.0%+1.5pp | 68.7%+0.8pp |
| Annual return | -0.15% | 1074.14%-1074.3pp | 335.64%-335.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,067 | $1,462-27.0% | $2,419-55.9% | $2,203-51.6% |
| Participant deferral / active EE | $4,556 | $2,230+104.3% | $3,328+36.9% | $3,192+42.8% |
| Admin fee / account holder | $5,466 | $3,635+50.4% | $4,536+20.5% | $4,297+27.2% |