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 | $99,895 | $56,199+77.8% | $67,652+47.7% | $59,632+67.5% |
| Participation rate | 62.5% | 71.5%-9.0pp | 75.7%-13.2pp | 68.7%-6.2pp |
| Annual return | -1.60% | 18505.31%-18506.9pp | 6625.04%-6626.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $628 | $1,614-61.1% | $2,266-72.3% | $2,203-71.5% |
| Participant deferral / active EE | $2,321 | $2,844-18.4% | $3,560-34.8% | $3,192-27.3% |
| Admin fee / account holder | $7,630 | $3,958+92.8% | $4,821+58.3% | $4,297+77.6% |