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 | $23,548 | $84,695-72.2% | $73,843-68.1% | $125,391-81.2% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -0.24% | 3123.53%-3123.8pp | 2267.84%-2268.1pp | 282.22%-282.5pp |
| Employer contribution / active EE | $463 | $3,123-85.2% | $2,787-83.4% | $4,866-90.5% |
| Participant deferral / active EE | $3,306 | $3,992-17.2% | $3,583-7.7% | $5,352-38.2% |
| Admin fee / account holder | $1,343 | $5,691-76.4% | $4,880-72.5% | $9,540-85.9% |