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 | $21,306 | $84,695-74.8% | $73,843-71.1% | $125,391-83.0% |
| Participation rate | 31.6% | 76.8%-45.2pp | 73.4%-41.9pp | 83.2%-51.6pp |
| Annual return | 0.00% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $718 | $3,123-77.0% | $2,787-74.2% | $4,866-85.2% |
| Participant deferral / active EE | $3,287 | $3,992-17.7% | $3,583-8.3% | $5,352-38.6% |
| Admin fee / account holder | $30,844 | $5,691+442.0% | $4,880+532.0% | $9,540+223.3% |