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 | $122,440 | $56,199+117.9% | $67,652+81.0% | $59,632+105.3% |
| Participation rate | 62.1% | 71.5%-9.4pp | 75.7%-13.6pp | 68.7%-6.6pp |
| Annual return | 0.43% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,998 | $2,844+5.4% | $3,560-15.8% | $3,192-6.1% |
| Admin fee / account holder | $2,173 | $3,958-45.1% | $4,821-54.9% | $4,297-49.4% |