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 | $18,888 | $45,152-58.2% | $73,843-74.4% | $59,632-68.3% |
| Participation rate | 69.4% | 64.0%+5.4pp | 73.4%-4.1pp | 68.7%+0.7pp |
| Annual return | -0.15% | 27.40%-27.6pp | 2267.84%-2268.0pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,215 | $1,902-36.1% | $2,787-56.4% | $2,203-44.8% |
| Participant deferral / active EE | $1,881 | $2,574-26.9% | $3,583-47.5% | $3,192-41.1% |
| Admin fee / account holder | $6,717 | $3,516+91.0% | $4,880+37.6% | $4,297+56.3% |