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 | $20,653 | $176,662-88.3% | $130,648-84.2% | $152,861-86.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 18.55% | 2692.24%-2673.7pp | 1708.96%-1690.4pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,196 | $5,742-79.2% | $4,092-70.8% | $4,762-74.9% |
| Participant deferral / active EE | $1,945 | $4,361-55.4% | $3,603-46.0% | $5,850-66.7% |
| Admin fee / account holder | $7,246 | $7,133+1.6% | $5,464+32.6% | $11,596-37.5% |