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 | $22,617 | $82,630-72.6% | $64,105-64.7% | $125,391-82.0% |
| Participation rate | 46.2% | 75.9%-29.7pp | 68.2%-22.0pp | 83.2%-37.0pp |
| Annual return | -0.19% | 1489.72%-1489.9pp | 791.24%-791.4pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,222 | $3,608-66.1% | $2,822-56.7% | $5,352-77.2% |
| Admin fee / account holder | $19,976 | $6,382+213.0% | $4,499+344.0% | $9,540+109.4% |