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 | $85,780 | $44,103+94.5% | $75,826+13.1% | $64,186+33.6% |
| Participation rate | 56.3% | 62.7%-6.5pp | 68.2%-12.0pp | 69.6%-13.3pp |
| Annual return | -4.46% | -4.72%+0.3pp | 1914.15%-1918.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,133 | $2,204+42.2% | $2,862+9.5% | $3,470-9.7% |
| Admin fee / account holder | $3,150 | $3,506-10.2% | $4,726-33.4% | $4,888-35.6% |