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 | $27,419 | $169,032-83.8% | $129,207-78.8% | $145,922-81.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.01% | 14330.11%-14321.1pp | 9417.33%-9408.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,503 | $5,537-72.9% | $4,153-63.8% | $4,660-67.7% |
| Participant deferral / active EE | $9,360 | $4,987+87.7% | $4,168+124.6% | $6,688+40.0% |
| Admin fee / account holder | $78,698 | $9,954+690.6% | $7,715+920.1% | $13,397+487.4% |