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 | $93,317 | $56,199+66.0% | $67,652+37.9% | $59,632+56.5% |
| Participation rate | 52.8% | 71.5%-18.6pp | 75.7%-22.8pp | 68.7%-15.8pp |
| Annual return | 0.03% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $825 | $1,614-48.9% | $2,266-63.6% | $2,203-62.6% |
| Participant deferral / active EE | $2,359 | $2,844-17.0% | $3,560-33.7% | $3,192-26.1% |
| Admin fee / account holder | $1,384 | $3,958-65.0% | $4,821-71.3% | $4,297-67.8% |