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 | $19,974 | $176,662-88.7% | $130,648-84.7% | $152,861-86.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 16.25% | 2692.24%-2676.0pp | 1708.96%-1692.7pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,509 | $5,742-73.7% | $4,092-63.1% | $4,762-68.3% |
| Participant deferral / active EE | $2,734 | $4,361-37.3% | $3,603-24.1% | $5,850-53.3% |
| Admin fee / account holder | $9,617 | $7,133+34.8% | $5,464+76.0% | $11,596-17.1% |