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 | $20,478 | $84,695-75.8% | $73,843-72.3% | $125,391-83.7% |
| Participation rate | 64.3% | 76.8%-12.5pp | 73.4%-9.2pp | 83.2%-18.9pp |
| Annual return | 0.01% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,857 | $3,123-40.6% | $2,787-33.4% | $4,866-61.8% |
| Participant deferral / active EE | $2,939 | $3,992-26.4% | $3,583-18.0% | $5,352-45.1% |
| Admin fee / account holder | $12,615 | $5,691+121.7% | $4,880+158.5% | $9,540+32.2% |