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 | $47,224 | $138,065-65.8% | $123,544-61.8% | $135,375-65.1% |
| Participation rate | 28.6% | 84.7%-56.2pp | 82.3%-53.7pp | 82.6%-54.1pp |
| Annual return | 0.56% | 153.68%-153.1pp | 119.20%-118.6pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,664 | $5,151-67.7% | $4,628-64.0% | $4,779-65.2% |
| Participant deferral / active EE | $5,427 | $6,799-20.2% | $6,426-15.5% | $5,609-3.2% |
| Admin fee / account holder | $55,260 | $10,916+406.2% | $9,284+495.2% | $10,827+410.4% |