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 | $50,619 | $56,199-9.9% | $67,652-25.2% | $59,632-15.1% |
| Participation rate | 54.4% | 71.5%-17.1pp | 75.7%-21.3pp | 68.7%-14.3pp |
| Annual return | -0.48% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $839 | $1,614-48.0% | $2,266-62.9% | $2,203-61.9% |
| Participant deferral / active EE | $1,536 | $2,844-46.0% | $3,560-56.9% | $3,192-51.9% |
| Admin fee / account holder | $8,825 | $3,958+122.9% | $4,821+83.1% | $4,297+105.4% |