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 | $48,575 | $75,828-35.9% | $147,614-67.1% | $59,632-18.5% |
| Participation rate | 58.8% | 71.6%-12.7pp | 84.6%-25.8pp | 68.7%-9.8pp |
| Annual return | -0.14% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,510 | $3,130-19.8% | $4,895-48.7% | $3,192-21.3% |
| Admin fee / account holder | $9,350 | $5,985+56.2% | $11,611-19.5% | $4,297+117.6% |