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 | $34,134 | $84,695-59.7% | $73,843-53.8% | $125,391-72.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -1.81% | 3123.53%-3125.3pp | 2267.84%-2269.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,717 | $3,123-45.0% | $2,787-38.4% | $4,866-64.7% |
| Participant deferral / active EE | $6,323 | $3,992+58.4% | $3,583+76.5% | $5,352+18.2% |
| Admin fee / account holder | $307 | $5,691-94.6% | $4,880-93.7% | $9,540-96.8% |