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 | $82,888 | $56,199+47.5% | $67,652+22.5% | $59,632+39.0% |
| Participation rate | 60.7% | 71.5%-10.8pp | 75.7%-14.9pp | 68.7%-8.0pp |
| Annual return | -0.56% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,393 | $1,614-13.7% | $2,266-38.5% | $2,203-36.8% |
| Participant deferral / active EE | $3,446 | $2,844+21.2% | $3,560-3.2% | $3,192+8.0% |
| Admin fee / account holder | $15,011 | $3,958+279.2% | $4,821+211.4% | $4,297+249.3% |