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 | $17,371 | $76,738-77.4% | $56,411-69.2% | $145,922-88.1% |
| Participation rate | 26.7% | 63.2%-36.5pp | 52.5%-25.8pp | 80.3%-53.6pp |
| Annual return | 12.13% | 2994.23%-2982.1pp | 1701.33%-1689.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $123 | $1,380-91.1% | $1,039-88.2% | $4,660-97.4% |
| Participant deferral / active EE | $551 | $2,623-79.0% | $1,952-71.7% | $6,688-91.8% |
| Admin fee / account holder | $24,572 | $3,334+637.1% | $2,829+768.6% | $13,397+83.4% |