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 | $105,601 | $69,763+51.4% | $67,502+56.4% | $74,495+41.8% |
| Participation rate | 51.0% | 71.4%-20.4pp | 72.9%-21.9pp | 67.2%-16.2pp |
| Annual return | 20.19% | -40.34%+60.5pp | 3512.12%-3491.9pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $1,350 | $2,704-50.1% | $2,731-50.6% | $2,623-48.5% |
| Participant deferral / active EE | $3,538 | $3,636-2.7% | $4,000-11.5% | $4,346-18.6% |
| Admin fee / account holder | $20,842 | $896+2226.4% | $3,998+421.4% | $1,942+973.4% |