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 3-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 | $17,314 | $169,032-89.8% | $129,207-86.6% | $145,922-88.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 8.74% | 14330.11%-14321.4pp | 9417.33%-9408.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,483 | $5,537-19.0% | $4,153+7.9% | $4,660-3.8% |
| Participant deferral / active EE | $5,952 | $4,987+19.3% | $4,168+42.8% | $6,688-11.0% |
| Admin fee / account holder | $9,953 | $9,9540% | $7,715+29.0% | $13,397-25.7% |