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 | $52,191 | $39,798+31.1% | $67,711-22.9% | $59,632-12.5% |
| Participation rate | 32.9% | 57.4%-24.4pp | 67.5%-34.6pp | 68.7%-35.8pp |
| Annual return | 0.35% | 89.94%-89.6pp | 25.41%-25.1pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,133 | $2,335+34.2% | $3,585-12.6% | $3,192-1.8% |
| Admin fee / account holder | $9,683 | $3,212+201.5% | $4,255+127.6% | $4,297+125.3% |