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 | $40,122 | $56,199-28.6% | $67,652-40.7% | $59,632-32.7% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | -0.37% | 18505.31%-18505.7pp | 6625.04%-6625.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $404 | $1,614-75.0% | $2,266-82.2% | $2,203-81.7% |
| Participant deferral / active EE | $1,670 | $2,844-41.3% | $3,560-53.1% | $3,192-47.7% |
| Admin fee / account holder | $3,179 | $3,958-19.7% | $4,821-34.1% | $4,297-26.0% |