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 | $80,125 | $84,695-5.4% | $73,843+8.5% | $125,391-36.1% |
| Participation rate | 54.5% | 76.8%-22.2pp | 73.4%-18.9pp | 83.2%-28.6pp |
| Annual return | -2.04% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,941 | $3,992-51.4% | $3,583-45.8% | $5,352-63.7% |
| Admin fee / account holder | $1,771 | $5,691-68.9% | $4,880-63.7% | $9,540-81.4% |