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 | $142,069 | $56,199+152.8% | $67,652+110.0% | $59,632+138.2% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | 1.20% | 18505.31%-18504.1pp | 6625.04%-6623.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,032 | $2,844-28.5% | $3,560-42.9% | $3,192-36.3% |
| Admin fee / account holder | $9,520 | $3,958+140.5% | $4,821+97.5% | $4,297+121.5% |