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 | $13,731 | $99,020-86.1% | $86,590-84.1% | $147,584-90.7% |
| Participation rate | 58.8% | 76.3%-17.5pp | 73.5%-14.7pp | 82.8%-24.0pp |
| Annual return | 12.25% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $886 | $3,132-71.7% | $2,839-68.8% | $4,876-81.8% |
| Participant deferral / active EE | $1,058 | $3,972-73.4% | $3,609-70.7% | $5,439-80.6% |
| Admin fee / account holder | $12,446 | $5,710+118.0% | $4,906+153.7% | $10,885+14.3% |