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 | $37,452 | $48,274-22.4% | $63,517-41.0% | $59,632-37.2% |
| Participation rate | 43.3% | 66.3%-23.0pp | 71.0%-27.7pp | 68.7%-25.3pp |
| Annual return | -2.24% | -240.79%+238.6pp | -70.30%+68.1pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,528 | $1,586-3.7% | $2,322-34.2% | $2,203-30.6% |
| Participant deferral / active EE | $3,553 | $2,343+51.6% | $2,953+20.3% | $3,192+11.3% |
| Admin fee / account holder | $2,241 | $3,600-37.8% | $5,892-62.0% | $4,297-47.9% |