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 | $90,322 | $169,032-46.6% | $129,207-30.1% | $145,922-38.1% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 9.24% | 14330.11%-14320.9pp | 9417.33%-9408.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,193 | $4,987-36.0% | $4,168-23.4% | $6,688-52.3% |
| Admin fee / account holder | $10,233 | $9,954+2.8% | $7,715+32.6% | $13,397-23.6% |