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 | $29,509 | $82,630-64.3% | $64,105-54.0% | $125,391-76.5% |
| Participation rate | 30.8% | 75.9%-45.1pp | 68.2%-37.4pp | 83.2%-52.4pp |
| Annual return | 0.02% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $896 | $2,671-66.5% | $1,820-50.8% | $4,866-81.6% |
| Participant deferral / active EE | $954 | $3,608-73.6% | $2,822-66.2% | $5,352-82.2% |
| Admin fee / account holder | $13,375 | $6,382+109.6% | $4,499+197.3% | $9,540+40.2% |