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 | $49,191 | $56,199-12.5% | $67,652-27.3% | $59,632-17.5% |
| Participation rate | 59.8% | 71.5%-11.7pp | 75.7%-15.9pp | 68.7%-8.9pp |
| Annual return | -0.72% | 18505.31%-18506.0pp | 6625.04%-6625.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,430 | $2,844-14.6% | $3,560-31.7% | $3,192-23.9% |
| Admin fee / account holder | $7,368 | $3,958+86.1% | $4,821+52.8% | $4,297+71.5% |