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 | $81,464 | $56,199+45.0% | $67,652+20.4% | $59,632+36.6% |
| Participation rate | 58.8% | 71.5%-12.6pp | 75.7%-16.8pp | 68.7%-9.8pp |
| Annual return | -0.15% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,610 | $1,614-0.3% | $2,266-28.9% | $2,203-26.9% |
| Participant deferral / active EE | $2,943 | $2,844+3.5% | $3,560-17.3% | $3,192-7.8% |
| Admin fee / account holder | $8,187 | $3,958+106.8% | $4,821+69.8% | $4,297+90.5% |