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 | $36,431 | $45,152-19.3% | $73,843-50.7% | $59,632-38.9% |
| Participation rate | 51.0% | 64.0%-13.0pp | 73.4%-22.4pp | 68.7%-17.6pp |
| Annual return | 0.56% | 27.40%-26.8pp | 2267.84%-2267.3pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $269 | $1,902-85.9% | $2,787-90.3% | $2,203-87.8% |
| Participant deferral / active EE | $2,155 | $2,574-16.3% | $3,583-39.9% | $3,192-32.5% |
| Admin fee / account holder | $3,810 | $3,516+8.3% | $4,880-21.9% | $4,297-11.3% |