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 | $17,067 | $100,852-83.1% | $90,404-81.1% | $158,922-89.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 7.41% | 1724.20%-1716.8pp | 1293.02%-1285.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,552 | $3,689-57.9% | $3,262-52.4% | $4,761-67.4% |
| Participant deferral / active EE | $2,586 | $4,348-40.5% | $3,963-34.8% | $5,982-56.8% |
| Admin fee / account holder | $65,890 | $6,501+913.5% | $5,611+1074.3% | $11,246+485.9% |