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 5-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 | $49,198 | $56,199-12.5% | $67,652-27.3% | $59,632-17.5% |
| Participation rate | 61.8% | 71.5%-9.6pp | 75.7%-13.8pp | 68.7%-6.9pp |
| Annual return | -0.04% | 18505.31%-18505.3pp | 6625.04%-6625.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,647 | $2,844-42.1% | $3,560-53.7% | $3,192-48.4% |
| Admin fee / account holder | $6,197 | $3,958+56.6% | $4,821+28.5% | $4,297+44.2% |