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 | $82,827 | $56,199+47.4% | $67,652+22.4% | $59,632+38.9% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -0.81% | 18505.31%-18506.1pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,306 | $1,614-19.1% | $2,266-42.3% | $2,203-40.7% |
| Participant deferral / active EE | $3,226 | $2,844+13.4% | $3,560-9.4% | $3,192+1.1% |
| Admin fee / account holder | $2,667 | $3,958-32.6% | $4,821-44.7% | $4,297-37.9% |