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 | $29,702 | $56,199-47.1% | $67,652-56.1% | $59,632-50.2% |
| Participation rate | 54.5% | 71.5%-16.9pp | 75.7%-21.1pp | 68.7%-14.1pp |
| Annual return | -0.15% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $858 | $1,614-46.9% | $2,266-62.1% | $2,203-61.1% |
| Participant deferral / active EE | $1,559 | $2,844-45.2% | $3,560-56.2% | $3,192-51.2% |
| Admin fee / account holder | $1,077 | $3,958-72.8% | $4,821-77.7% | $4,297-74.9% |