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 | $67,885 | $56,199+20.8% | $67,652+0.3% | $59,632+13.8% |
| Participation rate | 56.3% | 71.5%-15.2pp | 75.7%-19.4pp | 68.7%-12.4pp |
| Annual return | 3.40% | 18505.31%-18501.9pp | 6625.04%-6621.6pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,556 | $2,844+25.0% | $3,560-0.1% | $3,192+11.4% |
| Admin fee / account holder | $21,238 | $3,958+436.5% | $4,821+340.5% | $4,297+394.3% |