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 | $49,741 | $56,199-11.5% | $67,652-26.5% | $59,632-16.6% |
| Participation rate | 62.1% | 71.5%-9.4pp | 75.7%-13.6pp | 68.7%-6.6pp |
| Annual return | 0.80% | 18505.31%-18504.5pp | 6625.04%-6624.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,257 | $1,614-22.1% | $2,266-44.5% | $2,203-42.9% |
| Participant deferral / active EE | $2,700 | $2,844-5.1% | $3,560-24.2% | $3,192-15.4% |
| Admin fee / account holder | $14,303 | $3,958+261.3% | $4,821+196.7% | $4,297+232.9% |