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 | $38,416 | $75,828-49.3% | $147,614-74.0% | $59,632-35.6% |
| Participation rate | 34.5% | 71.6%-37.0pp | 84.6%-50.1pp | 68.7%-34.1pp |
| Annual return | 2.03% | 0.37%+1.7pp | 61.98%-59.9pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,267 | $3,130-27.6% | $4,895-53.7% | $3,192-29.0% |
| Admin fee / account holder | $12,177 | $5,985+103.4% | $11,611+4.9% | $4,297+183.4% |