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 7-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 | $25,121 | $69,763-64.0% | $67,502-62.8% | $74,495-66.3% |
| Participation rate | 58.2% | 71.4%-13.2pp | 72.9%-14.7pp | 67.2%-9.0pp |
| Annual return | 17.85% | -40.34%+58.2pp | 3512.12%-3494.3pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $714 | $2,704-73.6% | $2,731-73.8% | $2,623-72.8% |
| Participant deferral / active EE | $1,325 | $3,636-63.5% | $4,000-66.9% | $4,346-69.5% |
| Admin fee / account holder | $1,638 | $896+82.8% | $3,998-59.0% | $1,942-15.6% |