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 | $23,472 | $56,199-58.2% | $67,652-65.3% | $59,632-60.6% |
| Participation rate | 48.8% | 71.5%-22.7pp | 75.7%-26.9pp | 68.7%-19.9pp |
| Annual return | -1.89% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $667 | $1,614-58.7% | $2,266-70.5% | $2,203-69.7% |
| Participant deferral / active EE | $1,241 | $2,844-56.4% | $3,560-65.1% | $3,192-61.1% |
| Admin fee / account holder | $324 | $3,958-91.8% | $4,821-93.3% | $4,297-92.5% |