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 | $43,922 | $169,032-74.0% | $129,207-66.0% | $145,922-69.9% |
| Participation rate | 55.0% | 76.4%-21.4pp | 69.6%-14.6pp | 80.3%-25.3pp |
| Annual return | 9.13% | 14330.11%-14321.0pp | 9417.33%-9408.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,495 | $5,537-36.9% | $4,153-15.8% | $4,660-25.0% |
| Participant deferral / active EE | $1,998 | $4,987-59.9% | $4,168-52.1% | $6,688-70.1% |
| Admin fee / account holder | $33,296 | $9,954+234.5% | $7,715+331.6% | $13,397+148.5% |