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 | $78,317 | $56,199+39.4% | $67,652+15.8% | $59,632+31.3% |
| Participation rate | 45.5% | 71.5%-26.0pp | 75.7%-30.2pp | 68.7%-23.2pp |
| Annual return | -1.76% | 18505.31%-18507.1pp | 6625.04%-6626.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,424 | $2,844+20.4% | $3,560-3.8% | $3,192+7.3% |
| Admin fee / account holder | $4,526 | $3,958+14.3% | $4,821-6.1% | $4,297+5.3% |