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 | $48,126 | $56,199-14.4% | $67,652-28.9% | $59,632-19.3% |
| Participation rate | 48.4% | 71.5%-23.0pp | 75.7%-27.2pp | 68.7%-20.2pp |
| Annual return | -1.63% | 18505.31%-18506.9pp | 6625.04%-6626.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $368 | $1,614-77.2% | $2,266-83.8% | $2,203-83.3% |
| Participant deferral / active EE | $2,791 | $2,844-1.8% | $3,560-21.6% | $3,192-12.5% |
| Admin fee / account holder | $1,912 | $3,958-51.7% | $4,821-60.3% | $4,297-55.5% |