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 | $78,916 | $180,449-56.3% | $154,107-48.8% | $135,375-41.7% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | 0.10% | 888.09%-888.0pp | 735.12%-735.0pp | 519.73%-519.6pp |
| Employer contribution / active EE | $2,485 | $6,035-58.8% | $5,298-53.1% | $4,779-48.0% |
| Participant deferral / active EE | $4,880 | $5,806-15.9% | $5,081-3.9% | $5,609-13.0% |
| Admin fee / account holder | $13,031 | $16,143-19.3% | $13,411-2.8% | $10,827+20.4% |