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 | $85,211 | $44,850+90.0% | $60,547+40.7% | $59,632+42.9% |
| Participation rate | 37.5% | 59.5%-22.0pp | 68.0%-30.5pp | 68.7%-31.2pp |
| Annual return | -1.01% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,760 | $2,230-21.1% | $3,328-47.1% | $3,192-44.9% |
| Admin fee / account holder | $5,641 | $3,635+55.2% | $4,536+24.4% | $4,297+31.3% |