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 | $23,751 | $84,695-72.0% | $73,843-67.8% | $125,391-81.1% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | 0.95% | 3123.53%-3122.6pp | 2267.84%-2266.9pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,129 | $3,123-63.8% | $2,787-59.5% | $4,866-76.8% |
| Participant deferral / active EE | $1,930 | $3,992-51.7% | $3,583-46.1% | $5,352-63.9% |
| Admin fee / account holder | $20,619 | $5,691+262.3% | $4,880+322.5% | $9,540+116.1% |