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 4-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 | $79,620 | $99,640-20.1% | $86,436-7.9% | $134,475-40.8% |
| Participation rate | 47.1% | 82.0%-35.0pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -10.30% | 6782.58%-6792.9pp | 4394.89%-4405.2pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,045 | $4,400-53.5% | $3,769-45.7% | $4,740-56.9% |
| Participant deferral / active EE | $5,192 | $7,246-28.4% | $6,952-25.3% | $6,400-18.9% |
| Admin fee / account holder | $46,230 | $8,371+452.2% | $6,731+586.8% | $11,426+304.6% |