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 | $25,749 | $56,199-54.2% | $67,652-61.9% | $59,632-56.8% |
| Participation rate | 52.2% | 71.5%-19.2pp | 75.7%-23.4pp | 68.7%-16.4pp |
| Annual return | 0.25% | 18505.31%-18505.1pp | 6625.04%-6624.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,826 | $2,844+175.2% | $3,560+119.8% | $3,192+145.2% |
| Admin fee / account holder | $1,797 | $3,958-54.6% | $4,821-62.7% | $4,297-58.2% |